Atlas Private Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,392	Closed	-$386K	–	140
2025 Q2	$386K	Hold	8,392	–	–	0.05%	135
2025 Q1	$368K	Sell	8,392 -366	-4%	-$16.1K	0.05%	130
2024 Q4	$380K	Buy	+8,758	New	+$388K	0.05%	116
2021 Q4	–	Sell	-2,316	Closed	-$104K	–	182
2021 Q3	$104K	Buy	2,316 +448	+24%	+$20.3K	0.05%	169
2021 Q2	$84K	Hold	1,868	–	–	0.05%	180
2021 Q1	$81K	Sell	1,868 -650	-26%	-$28.3K	0.05%	184
2020 Q4	$109K	Sell	2,518 -684	-21%	-$28.8K	0.07%	147
2020 Q3	$131K	Sell	3,202 -157	-5%	-$6.43K	0.11%	122
2020 Q2	$134K	Buy	+3,359	New	+$130K	0.12%	123

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Private Wealth Advisors's AOM Position: Q3 2025 in Review

Atlas Private Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 8,392 shares — an estimated $386K sold.

Atlas Private Wealth Advisors first reported a position in AOM in Q2 2020 and held it in 9 quarters. The position peaked at $386K in Q2 2025. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

Atlas Private Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 8,392 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $386K.
Atlas Private Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $386K in Q2 2025.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.