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Atria Wealth Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Atria Wealth Solutions’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
Q2 		$681K Sell
14,784
-6,116
-29% -$270K 0.02% 792
2025
Q1 		$917K Sell
20,900
-996
-5% -$43.8K 0.01% 924
2024
Q4 		$951K Buy
21,896
+1,762
+9% +$78.2K 0.01% 941
2024
Q3 		$908K Buy
20,134
+1,815
+10% +$79.6K 0.01% 946
2024
Q2 		$788K Buy
18,319
+245
+1% +$10.4K 0.01% 1006
2024
Q1 		$773K Sell
18,074
-535
-3% -$22.4K 0.01% 1034
2023
Q4 		$772K Buy
18,609
+788
+4% +$31.2K 0.01% 989
2023
Q3 		$694K Buy
17,821
+5,085
+40% +$203K 0.01% 981
2023
Q2 		$515K Sell
12,736
-1,723
-12% -$68.8K 0.01% 1145
2023
Q1 		$576K Sell
14,459
-571
-4% -$22.4K 0.01% 1048
2022
Q4 		$571K Sell
15,030
-8,707
-37% -$330K 0.01% 1005
2022
Q3 		$869K Buy
23,737
+10,877
+85% +$426K 0.02% 767
2022
Q2 		$501K Buy
12,860
+5,618
+78% +$227K 0.01% 974
2022
Q1 		$311K Buy
+7,242
New +$315K 0.01% 1299

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return
Ameriprise
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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Atria Wealth Solutions's AOM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Core Moderate Allocation ETF (AOM) stake by 29% in Q2 2025, selling an estimated $270K and leaving 14,784 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #792.

Atria Wealth Solutions first reported a position in AOM in Q1 2022 and has held it in 14 quarters since. The position peaked at $951K in Q4 2024. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Atria Wealth Solutions held 14,784 shares of iShares Core Moderate Allocation ETF worth $681K as of Q2 2025.
  • Atria Wealth Solutions sold 6,116 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $270K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #792 holding.
  • Atria Wealth Solutions first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Core Moderate Allocation ETF position peaked at $951K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.