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Capital A Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Capital A Wealth Management’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
-1,011
Closed -$44.4K – 437
2025
Q1 		$44.4K Sell
1,011
-379
-27% -$16.7K 0.05% 159
2024
Q4 		$60.4K Buy
+1,390
New +$61.7K 0.1% 144

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

Capital A Wealth Management's AOM Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 1,011 shares — an estimated $44.4K sold.

Capital A Wealth Management first reported a position in AOM in Q4 2024 and held it in 2 quarters. The position peaked at $60.4K in Q4 2024. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1,011 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $44.4K.
  • Capital A Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Core Moderate Allocation ETF position peaked at $60.4K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.