CAM
AOM icon

Creekmur Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Creekmur Asset Management’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
-209
Closed -$9.62K – 838
2025
Q2 		$9.62K Hold
209
– – ﹤0.01% 521
2025
Q1 		$9.17K Buy
+209
New +$9.2K ﹤0.01% 494

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creekmur Asset Management's AOM Position: Q3 2025 in Review

Creekmur Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 209 shares — an estimated $9.62K sold.

Creekmur Asset Management first reported a position in AOM in Q1 2025 and held it in 2 quarters. The position peaked at $9.62K in Q2 2025. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Creekmur Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 209 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $9.62K.
  • Creekmur Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 2 quarters.
  • Creekmur Asset Management's iShares Core Moderate Allocation ETF position peaked at $9.62K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.