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FLP Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

FLP Wealth 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 		– Sell
-5,361
Closed -$247K – 58
2025
Q2 		$247K Buy
+5,361
New +$237K 0.69% 45
2025
Q1 		– Sell
-117
Closed -$5.08K – 82
2024
Q4 		$5.08K Buy
+117
New +$5.19K 0.01% 299

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
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 $4.18B AUM 24.76% 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

FLP Wealth Management's AOM Position: Q3 2025 in Review

FLP Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 5,361 shares — an estimated $247K sold.

FLP Wealth Management first reported a position in AOM in Q4 2024 and held it in 2 quarters. The position peaked at $247K in Q2 2025. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • FLP Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • FLP Wealth Management sold 5,361 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $247K.
  • FLP Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 2 quarters.
  • FLP Wealth Management's iShares Core Moderate Allocation ETF position peaked at $247K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on FLP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.