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Crews Bank & Trust’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Crews Bank & Trust’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
-3,230
Closed -$140K – 610
2024
Q4 		$140K Buy
+3,230
New +$143K 0.02% 238

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 $4.18B AUM 24.76% 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

Crews Bank & Trust's AOM Position: Q1 2025 in Review

Crews Bank & Trust sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 3,230 shares — an estimated $140K sold.

Crews Bank & Trust first reported a position in AOM in Q4 2024 and held it in 1 quarter. The position peaked at $140K in Q4 2024. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Crews Bank & Trust reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Crews Bank & Trust sold 3,230 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $140K.
  • Crews Bank & Trust first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Crews Bank & Trust's iShares Core Moderate Allocation ETF position peaked at $140K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Crews Bank & Trust's 13F filing for Q1 2025, filed 22 Apr 2025.