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

Austin Private Wealth’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 Q4	$332K	Hold	6,955	–	–	0.02%	224
2025 Q3	$331K	Hold	6,955	–	–	0.03%	227
2025 Q2	$320K	Hold	6,955	–	–	0.03%	231
2025 Q1	$305K	Sell	6,955 -553	-7%	-$24.3K	0.03%	218
2024 Q4	$326K	Sell	7,508 -13	-0.2%	-$577	0.03%	195
2024 Q3	$339K	Buy	7,521 +4	+0.1%	+$175	0.03%	189
2024 Q2	$323K	Buy	+7,517	New	+$318K	0.03%	170

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Austin Private Wealth's AOM Position: Q4 2025 in Review

Austin Private Wealth held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2025 at 6,955 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #224.

Austin Private Wealth first reported a position in AOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $339K in Q3 2024. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Austin Private Wealth held 6,955 shares of iShares Core Moderate Allocation ETF worth $332K as of Q4 2025.
Austin Private Wealth left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2025.
iShares Core Moderate Allocation ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #224 holding.
Austin Private Wealth first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 7 quarters since.
Austin Private Wealth's iShares Core Moderate Allocation ETF position peaked at $339K in Q3 2024.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.