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Financial Advocates Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Financial Advocates Investment 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 		$4.44M Buy
93,348
+3,893
+4% +$181K 2.5% 9
2025
Q2 		$4.12M Buy
89,455
+2,983
+3% +$132K 0.34% 68
2025
Q1 		$3.79M Buy
86,472
+4,399
+5% +$194K 0.27% 81
2024
Q4 		$3.57M Buy
82,073
+21,199
+35% +$940K 0.2% 110
2024
Q3 		$2.76M Sell
60,874
-14
-0% -$614 0.16% 139
2024
Q2 		$2.62M Buy
60,888
+1,030
+2% +$43.6K 0.16% 141
2024
Q1 		$2.57M Buy
59,858
+3,203
+6% +$134K 0.15% 154
2023
Q4 		$2.36M Sell
56,655
-40,124
-41% -$1.59M 0.15% 151
2023
Q3 		$5.25M Buy
96,779
+64,068
+196% +$2.56M 0.38% 69
2023
Q2 		$7.48M Buy
32,711
+17,248
+112% +$689K 0.53% 42
2023
Q1 		$616K Sell
15,463
-8,460
-35% -$332K 0.04% 384
2022
Q4 		$7.6M Buy
+23,923
New +$907K 0.57% 33
2022
Q3 		– Sell
-6,156
Closed -$240K – 753
2022
Q2 		$240K Sell
6,156
-92,524
-94% -$3.74M 0.02% 566
2022
Q1 		$4.24M Sell
98,680
-450
-0.5% -$19.6K 0.28% 86
2021
Q4 		$4.51M Buy
99,130
+1,495
+2% +$67.8K 0.28% 88
2021
Q3 		$4.37M Buy
97,635
+3,324
+4% +$151K 0.3% 82
2021
Q2 		$4.25M Buy
94,311
+24,386
+35% +$1.09M 0.28% 77
2021
Q1 		$3.11M Buy
69,925
+33,269
+91% +$1.45M 0.22% 101
2020
Q4 		$1.59M Buy
36,656
+10,961
+43% +$461K 0.11% 215
2020
Q3 		$2.02M Buy
25,695
+4,474
+21% +$183K 0.17% 124
2020
Q2 		$846K Buy
21,221
+3,351
+19% +$129K 0.08% 271
2020
Q1 		$656K Sell
17,870
-280
-2% -$11K 0.09% 231
2019
Q4 		$729K Buy
18,150
+536
+3% +$21.2K 0.08% 252
2019
Q3 		$692K Buy
17,614
+6,941
+65% +$270K 0.08% 238
2019
Q2 		$416K Sell
10,673
-1,905
-15% -$72.9K 0.05% 321
2019
Q1 		$479K Sell
12,578
-27
-0.2% -$1K 0.06% 280
2018
Q4 		$450K Sell
12,605
-1,750
-12% -$63.8K 0.06% 264
2018
Q3 		$544K Sell
14,355
-92
-0.6% -$3.47K 0.06% 270
2018
Q2 		$541K Buy
14,447
+826
+6% +$31.1K 0.07% 259
2018
Q1 		$514K Sell
13,621
-179
-1% -$6.82K 0.07% 253
2017
Q4 		$525K Buy
+13,800
New +$528K 0.07% 249

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
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 $5.57B AUM 30.6% 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

Financial Advocates Investment Management's AOM Position: Q3 2025 in Review

Financial Advocates Investment Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 4.4% in Q3 2025, buying an estimated $181K and bringing the position to 93,348 shares worth $4.44M. The position accounts for 2.5% of the portfolio, ranked #9.

Financial Advocates Investment Management first reported a position in AOM in Q4 2017 and has held it in 31 quarters since. The position peaked at $7.6M in Q4 2022. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Financial Advocates Investment Management held 93,348 shares of iShares Core Moderate Allocation ETF worth $4.44M as of Q3 2025.
  • Financial Advocates Investment Management bought 3,893 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $181K.
  • iShares Core Moderate Allocation ETF made up 2.5% of Financial Advocates Investment Management's portfolio in Q3 2025, its #9 holding.
  • Financial Advocates Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 31 quarters since.
  • Financial Advocates Investment Management's iShares Core Moderate Allocation ETF position peaked at $7.6M in Q4 2022.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.