Compass Financial Group (South Dakota)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Compass Financial Group (South Dakota)’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	-4,723	Closed	-$205K	–	94
2024 Q4	$205K	Sell	4,723 -360	-7%	-$16K	0.04%	90
2024 Q3	$229K	Sell	5,083 -578	-10%	-$25.3K	0.05%	86
2024 Q2	$243K	Sell	5,661 -693	-11%	-$29.4K	0.05%	79
2024 Q1	$272K	Sell	6,354 -1,747	-22%	-$73K	0.06%	76
2023 Q4	$336K	Sell	8,101 -553	-6%	-$21.9K	0.09%	63
2023 Q3	$337K	Sell	8,654 -629	-7%	-$25.1K	0.1%	60
2023 Q2	$375K	Sell	9,283 -1,192	-11%	-$47.6K	0.11%	54
2023 Q1	$418K	Sell	10,475 -1,995	-16%	-$78.4K	0.14%	48
2022 Q4	$474K	Buy	+12,470	New	+$473K	0.17%	44

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Compass Financial Group (South Dakota)'s AOM Position: Q1 2025 in Review

Compass Financial Group (South Dakota) sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 4,723 shares — an estimated $205K sold.

Compass Financial Group (South Dakota) first reported a position in AOM in Q4 2022 and held it in 9 quarters. The position peaked at $474K in Q4 2022. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

Compass Financial Group (South Dakota) reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
Compass Financial Group (South Dakota) sold 4,723 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $205K.
Compass Financial Group (South Dakota) first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 9 quarters.
Compass Financial Group (South Dakota)'s iShares Core Moderate Allocation ETF position peaked at $474K in Q4 2022.
259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q1 2025, filed 13 May 2025.