CFGS
AOM icon

Concourse Financial Group Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Concourse Financial Group Securities’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
-29,522
Closed -$1.3M – 107
2024
Q4 		$1.3M Buy
29,522
+1,975
+7% +$87.6K 0.07% 263
2024
Q3 		$1.24M Buy
27,547
+1,811
+7% +$79.4K 0.07% 261
2024
Q2 		$1.11M Buy
25,736
+8,014
+45% +$339K 0.07% 266
2024
Q1 		$758K Buy
17,722
+4,198
+31% +$175K 0.05% 355
2023
Q4 		$561K Buy
13,524
+5,034
+59% +$200K 0.04% 411
2023
Q3 		$331K Buy
8,490
+4,614
+119% +$184K 0.03% 499
2023
Q2 		$157K Buy
3,876
+2,775
+252% +$111K 0.01% 719
2023
Q1 		$43.9K Hold
1,101
– – ﹤0.01% 1153
2022
Q4 		$41.8K Hold
1,101
– – ﹤0.01% 1154
2022
Q3 		$40K Sell
1,101
-183
-14% -$7.17K ﹤0.01% 1033
2022
Q2 		$50K Hold
1,284
– – ﹤0.01% 1073
2022
Q1 		$55K Hold
1,284
– – ﹤0.01% 1101
2021
Q4 		$58K Hold
1,284
– – ﹤0.01% 1221
2021
Q3 		$57K Hold
1,284
– – ﹤0.01% 1253
2021
Q2 		$58K Buy
1,284
+180
+16% +$8.02K ﹤0.01% 1229
2021
Q1 		$48K Hold
1,104
– – ﹤0.01% 1235
2020
Q4 		$48K Hold
1,104
– – ﹤0.01% 1161
2020
Q3 		$45K Hold
1,104
– – ﹤0.01% 1098
2020
Q2 		$44K Hold
1,104
– – ﹤0.01% 1035
2020
Q1 		$41K Buy
1,104
+580
+111% +$22.7K ﹤0.01% 982
2019
Q4 		$21K Buy
524
+324
+162% +$12.8K ﹤0.01% 1229
2019
Q3 		$8K Sell
200
-524
-72% -$20.4K ﹤0.01% 1196
2019
Q2 		$28K Hold
724
– – ﹤0.01% 1094
2019
Q1 		$27K Buy
724
+200
+38% +$7.42K ﹤0.01% 1127
2018
Q4 		$18K Buy
+524
New +$19.1K ﹤0.01% 1193

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
Morgan Stanley
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concourse Financial Group Securities's AOM Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 29,522 shares — an estimated $1.3M sold.

Concourse Financial Group Securities first reported a position in AOM in Q4 2018 and held it in 25 quarters. The position peaked at $1.3M in Q4 2024. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 29,522 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $1.3M.
  • Concourse Financial Group Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's iShares Core Moderate Allocation ETF position peaked at $1.3M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.