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CX Institutional’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CX Institutional’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
Q4 		– Sell
-234
Closed -$11K – 1519
2025
Q3 		$11K Hold
234
– – ﹤0.01% 1176
2025
Q2 		$11K Hold
234
– – ﹤0.01% 1026
2025
Q1 		$10K Buy
+234
New +$10.3K ﹤0.01% 1009
2023
Q3 		– Sell
-9,972
Closed -$403K – 485
2023
Q2 		$403K Sell
9,972
-1,673
-14% -$66.8K 0.02% 374
2023
Q1 		$466K Sell
11,645
-550
-5% -$21.6K 0.02% 355
2022
Q4 		$464K Sell
12,195
-1,696
-12% -$64.3K 0.03% 376
2022
Q3 		$509K Buy
13,891
+1,345
+11% +$52.7K 0.04% 330
2022
Q2 		$489K Sell
12,546
-820
-6% -$33.1K 0.04% 340
2022
Q1 		$574K Sell
13,366
-769
-5% -$33.5K 0.05% 259
2021
Q4 		$643K Sell
14,135
-325
-2% -$14.7K 0.05% 229
2021
Q3 		$647K Buy
14,460
+439
+3% +$19.9K 0.05% 232
2021
Q2 		$632K Sell
14,021
-821
-6% -$36.6K 0.05% 223
2021
Q1 		$647K Buy
14,842
+192
+1% +$8.36K 0.06% 217
2020
Q4 		$633K Buy
14,650
+3,404
+30% +$143K 0.06% 224
2020
Q3 		$462K Sell
11,246
-140
-1% -$5.74K 0.05% 205
2020
Q2 		$454K Buy
11,386
+1,313
+13% +$50.7K 0.06% 201
2020
Q1 		$370K Buy
10,073
+1,430
+17% +$56K 0.06% 194
2019
Q4 		$347K Sell
8,643
-123
-1% -$4.87K 0.06% 168
2019
Q3 		$344K Buy
8,766
+1,520
+21% +$59.2K 0.06% 186
2019
Q2 		$283K Buy
7,246
+1,584
+28% +$60.6K 0.04% 198
2019
Q1 		$215K Buy
5,662
+753
+15% +$27.9K 0.04% 207
2018
Q4 		$175K Sell
4,909
-738
-13% -$26.9K 0.04% 175
2018
Q3 		$214K Sell
5,647
-645
-10% -$24.3K 0.07% 117
2018
Q2 		$236K Buy
+6,292
New +$237K 0.09% 112

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional's AOM Position: Q4 2025 in Review

CX Institutional sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 234 shares — an estimated $11K sold.

CX Institutional first reported a position in AOM in Q2 2018 and held it in 24 quarters. The position peaked at $647K in Q3 2021. 286 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • CX Institutional reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 234 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $11K.
  • CX Institutional first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and held it in 24 quarters.
  • CX Institutional's iShares Core Moderate Allocation ETF position peaked at $647K in Q3 2021.
  • 286 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.