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Elevate Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Elevate Wealth Advisory’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
-16
Closed -$761 – 123
2025
Q3 		$761 Buy
16
+5
+45% +$232 ﹤0.01% 121
2025
Q2 		$506 Buy
11
+10
+1,000% +$442 ﹤0.01% 134
2025
Q1 		$44 Buy
+1
New +$44 ﹤0.01% 132

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

Elevate Wealth Advisory's AOM Position: Q4 2025 in Review

Elevate Wealth Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 16 shares — an estimated $761 sold.

Elevate Wealth Advisory first reported a position in AOM in Q1 2025 and held it in 3 quarters. The position peaked at $761 in Q3 2025. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • Elevate Wealth Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 16 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $761.
  • Elevate Wealth Advisory first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 3 quarters.
  • Elevate Wealth Advisory's iShares Core Moderate Allocation ETF position peaked at $761 in Q3 2025.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Elevate Wealth Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.