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

Brandywine Oak 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
Q2 		– Sell
-4,870
Closed -$214K – 236
2025
Q1 		$214K Buy
4,870
+34
+0.7% +$1.5K 0.02% 213
2024
Q4 		$210K Buy
4,836
+345
+8% +$15.3K 0.02% 227
2024
Q3 		$203K Buy
+4,491
New +$197K 0.02% 234
2023
Q2 		– Sell
-5,371
Closed -$214K – 242
2023
Q1 		$214K Hold
5,371
– – 0.03% 236
2022
Q4 		$204K Sell
5,371
-167
-3% -$6.33K 0.03% 241
2022
Q3 		$202K Sell
5,538
-384
-6% -$15K 0.03% 288
2022
Q2 		$230K Buy
5,922
+136
+2% +$5.5K 0.03% 286
2022
Q1 		$248K Buy
5,786
+247
+4% +$10.8K 0.03% 301
2021
Q4 		$251K Buy
5,539
+711
+15% +$32.2K 0.03% 306
2021
Q3 		$216K Buy
+4,828
New +$219K 0.03% 320
2019
Q1 		– Sell
-325
Closed -$11K – 238
2018
Q4 		$11K Buy
+325
New +$11.9K ﹤0.01% 496

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

Brandywine Oak Private Wealth's AOM Position: Q2 2025 in Review

Brandywine Oak Private Wealth sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 4,870 shares — an estimated $214K sold.

Brandywine Oak Private Wealth first reported a position in AOM in Q4 2018 and held it in 11 quarters. The position peaked at $251K in Q4 2021. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Brandywine Oak Private Wealth reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 4,870 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $214K.
  • Brandywine Oak Private Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 11 quarters.
  • Brandywine Oak Private Wealth's iShares Core Moderate Allocation ETF position peaked at $251K in Q4 2021.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.