Avantax Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Avantax Advisory Services’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	$986K	Buy	21,422 +1,322	+7%	+$58.4K	0.01%	1185
2025 Q1	$882K	Sell	20,100 -1,472	-7%	-$64.8K	0.01%	1164
2024 Q4	$937K	Sell	21,572 -270	-1%	-$12K	0.01%	1065
2024 Q3	$985K	Buy	21,842 +70	+0.3%	+$3.07K	0.01%	1035
2024 Q2	$936K	Sell	21,772 -213	-1%	-$9.02K	0.01%	1015
2024 Q1	$941K	Sell	21,985 -538	-2%	-$22.5K	0.01%	776
2023 Q4	$935K	Buy	22,523 +570	+3%	+$22.6K	0.01%	736
2023 Q3	$855K	Buy	21,953 +426	+2%	+$17K	0.01%	743
2023 Q2	$870K	Buy	21,527 +2,631	+14%	+$105K	0.01%	731
2023 Q1	$753K	Sell	18,896 -141	-0.7%	-$5.54K	0.01%	759
2022 Q4	$724K	Buy	19,037 +6,387	+50%	+$242K	0.01%	732
2022 Q3	$463K	Sell	12,650 -191	-1%	-$7.48K	0.01%	810
2022 Q2	$500K	Sell	12,841 -106	-0.8%	-$4.28K	0.01%	785
2022 Q1	$557K	Buy	12,947 +4,332	+50%	+$189K	0.01%	747
2021 Q4	$392K	Buy	8,615 +1,240	+17%	+$56.2K	0.01%	851
2021 Q3	$328K	Buy	7,375 +2,342	+47%	+$106K	0.01%	885
2021 Q2	$227K	Buy	+5,033	New	+$224K	﹤0.01%	1022
2020 Q4	–	Sell	-27,459	Closed	-$1.13M	–	951
2020 Q3	$1.13M	Buy	+27,459	New	+$1.13M	0.02%	511

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

FIA

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

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

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 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 $570B AUM 27.57% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

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

Avantax Advisory Services's AOM Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 6.6% in Q2 2025, buying an estimated $58.4K and bringing the position to 21,422 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #1185.

Avantax Advisory Services first reported a position in AOM in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.13M in Q3 2020. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

Avantax Advisory Services held 21,422 shares of iShares Core Moderate Allocation ETF worth $986K as of Q2 2025.
Avantax Advisory Services bought 1,322 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $58.4K.
iShares Core Moderate Allocation ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1185 holding.
Avantax Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 18 quarters since.
Avantax Advisory Services's iShares Core Moderate Allocation ETF position peaked at $1.13M in Q3 2020.
268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.