Bellwether Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bellwether 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	-372	Closed	-$17.1K	–	158
2025 Q2	$17.1K	Buy	372 +19	+5%	+$839	﹤0.01%	318
2025 Q1	$15.5K	Sell	353 -372	-51%	-$16.4K	﹤0.01%	293
2024 Q4	$31.5K	Buy	+725	New	+$32.2K	0.01%	259
2023 Q2	–	Sell	-566	Closed	-$22.6K	–	106
2023 Q1	$22.6K	Buy	566 +17	+3%	+$668	0.01%	237
2022 Q4	$20.9K	Buy	549 +29	+6%	+$1.1K	0.01%	239
2022 Q3	$19K	Buy	520 +26	+5%	+$1.02K	0.01%	222
2022 Q2	$19K	Buy	494 +42	+9%	+$1.7K	0.01%	219
2022 Q1	$19K	Buy	452 +443	+4,922%	+$19.3K	0.01%	257
2021 Q4	$0	Buy	+9	New	+$408	﹤0.01%	561

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

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

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

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

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

Bellwether Advisors's AOM Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 372 shares — an estimated $17.1K sold.

Bellwether Advisors first reported a position in AOM in Q4 2021 and held it in 9 quarters. The position peaked at $31.5K in Q4 2024. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

Bellwether Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 372 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $17.1K.
Bellwether Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and held it in 9 quarters.
Bellwether Advisors's iShares Core Moderate Allocation ETF position peaked at $31.5K in Q4 2024.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.