Congress Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
HIP
Congress Asset Management's AOM Position: Q1 2025 in Review
Congress Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 12,293 shares — an estimated $534K sold.
Congress Asset Management first reported a position in AOM in Q4 2022 and held it in 2 quarters. The position peaked at $931K in Q4 2022. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.
- Congress Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
- Congress Asset Management sold 12,293 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $534K.
- Congress Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 2 quarters.
- Congress Asset Management's iShares Core Moderate Allocation ETF position peaked at $931K in Q4 2022.
- 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.
Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.