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

Concord Wealth 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
Q3 		– Sell
-186
Closed -$8.58K – 836
2025
Q2 		$8.58K Buy
186
+1
+0.5% +$44 ﹤0.01% 564
2025
Q1 		$8.13K Hold
185
– – ﹤0.01% 528
2024
Q4 		$8.05K Buy
185
+3
+2% +$133 ﹤0.01% 543
2024
Q3 		$8.21K Buy
182
+1
+0.6% +$44 ﹤0.01% 576
2024
Q2 		$7.77K Buy
181
+1
+0.6% +$42 ﹤0.01% 533
2024
Q1 		$7.69K Hold
180
– – ﹤0.01% 598
2023
Q4 		$7.46K Sell
180
-219
-55% -$8.68K ﹤0.01% 596
2023
Q3 		$15.5K Buy
399
+3
+0.8% +$120 ﹤0.01% 547
2023
Q2 		$16K Sell
396
-148
-27% -$5.91K ﹤0.01% 537
2023
Q1 		$21.7K Hold
544
– – 0.01% 476
2022
Q4 		$20.7K Buy
+544
New +$20.6K 0.01% 523
2022
Q3 		– Sell
-533
Closed -$21K – 205
2022
Q2 		$21K Sell
533
-203
-28% -$8.2K 0.01% 530
2022
Q1 		$32K Buy
736
+21
+3% +$915 0.01% 517
2021
Q4 		$33K Buy
715
+586
+454% +$26.6K 0.01% 531
2021
Q3 		$6K Buy
+129
New +$5.85K ﹤0.01% 544

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concord Wealth Partners's AOM Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 186 shares — an estimated $8.58K sold.

Concord Wealth Partners first reported a position in AOM in Q3 2021 and held it in 15 quarters. The position peaked at $33K in Q4 2021. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Concord Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 186 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $8.58K.
  • Concord Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2021 and held it in 15 quarters.
  • Concord Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $33K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.