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Elite Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Elite Financial’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
Q2 		– Sell
-1,200
Closed -$52K – 58
2025
Q1 		$52K Buy
+1,200
New +$52.8K 0.03% 83

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
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
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
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elite Financial's AOM Position: Q2 2025 in Review

Elite Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 1,200 shares — an estimated $52K sold.

Elite Financial first reported a position in AOM in Q1 2025 and held it in 1 quarter. The position peaked at $52K in Q1 2025. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Elite Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Elite Financial sold 1,200 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $52K.
  • Elite Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Elite Financial's iShares Core Moderate Allocation ETF position peaked at $52K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Elite Financial's 13F filing for Q2 2025, filed 11 Aug 2025.