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Castleview Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Castleview Partners’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
Q1 		– Sell
-1,081
Closed -$46.9K – 196
2024
Q4 		$46.9K Buy
1,081
+22
+2% +$976 0.03% 345
2024
Q3 		$47.8K Sell
1,059
-1
-0.1% -$44 0.03% 326
2024
Q2 		$45.6K Buy
1,060
+129
+14% +$5.46K 0.03% 340
2024
Q1 		$39.8K Sell
931
-84
-8% -$3.51K 0.02% 375
2023
Q4 		$42.1K Buy
1,015
+133
+15% +$5.27K 0.03% 341
2023
Q3 		$34.3K Buy
+882
New +$35.3K 0.03% 319

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 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
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Castleview Partners's AOM Position: Q1 2025 in Review

Castleview Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 1,081 shares — an estimated $46.9K sold.

Castleview Partners first reported a position in AOM in Q3 2023 and held it in 6 quarters. The position peaked at $47.8K in Q3 2024. 260 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Castleview Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,081 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $46.9K.
  • Castleview Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 6 quarters.
  • Castleview Partners's iShares Core Moderate Allocation ETF position peaked at $47.8K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.