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Carolinas Wealth Consulting’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Carolinas Wealth Consulting’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
-1,771
Closed -$77.7K – 48
2025
Q1 		$77.7K Buy
1,771
+21
+1% +$924 0.02% 285
2024
Q4 		$76K Sell
1,750
-232
-12% -$10.3K 0.01% 297
2024
Q3 		$89.4K Buy
1,982
+19
+1% +$833 0.02% 284
2024
Q2 		$84.4K Sell
1,963
-186
-9% -$7.88K 0.02% 284
2024
Q1 		$92K Sell
2,149
-136
-6% -$5.68K 0.02% 273
2023
Q4 		$94.8K Buy
2,285
+8
+0.4% +$317 0.02% 239
2023
Q3 		$86.5K Buy
2,277
+22
+1% +$879 0.02% 231
2023
Q2 		$91.1K Sell
2,255
-345
-13% -$13.8K 0.02% 274
2023
Q1 		$104K Buy
2,600
+78
+3% +$3.06K 0.02% 266
2022
Q4 		$95.9K Sell
2,522
-1,446
-36% -$54.8K 0.02% 271
2022
Q3 		$145K Sell
3,968
-3,530
-47% -$138K 0.04% 186
2022
Q2 		$292K Buy
7,498
+32
+0.4% +$1.29K 0.07% 119
2022
Q1 		$321K Buy
7,466
+46
+0.6% +$2K 0.07% 124
2021
Q4 		$337K Buy
7,420
+373
+5% +$16.9K 0.07% 122
2021
Q3 		$315K Buy
7,047
+39
+0.6% +$1.77K 0.07% 116
2021
Q2 		$316K Buy
7,008
+29
+0.4% +$1.29K 0.07% 123
2021
Q1 		$304K Sell
6,979
-166
-2% -$7.22K 0.07% 123
2020
Q4 		$309K Sell
7,145
-2,375
-25% -$100K 0.08% 116
2020
Q3 		$391K Buy
9,520
+27
+0.3% +$1.11K 0.13% 73
2020
Q2 		$378K Buy
9,493
+954
+11% +$36.8K 0.15% 67
2020
Q1 		$313K Buy
+8,539
New +$334K 0.17% 68

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carolinas Wealth Consulting's AOM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 1,771 shares — an estimated $77.7K sold.

Carolinas Wealth Consulting first reported a position in AOM in Q1 2020 and held it in 21 quarters. The position peaked at $391K in Q3 2020. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,771 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $77.7K.
  • Carolinas Wealth Consulting first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core Moderate Allocation ETF position peaked at $391K in Q3 2020.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.