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

FSA 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	$2.66K	Hold	30	–	–	﹤0.01%	480
2025 Q2	$2.5K	Hold	30	–	–	﹤0.01%	456
2025 Q1	$2.29K	Sell	30 -446	-94%	-$19.6K	﹤0.01%	429
2024 Q4	$20.7K	Buy	476 +6	+1%	+$266	0.01%	229
2024 Q3	$21.2K	Buy	+470	New	+$20.6K	0.01%	234
2024 Q1	$19.9K	Sell	466 -2	-0.4%	-$84	0.01%	252
2023 Q4	$19K	Buy	+468	New	+$18.6K	0.01%	237
2021 Q1	–	Sell	-1,143	Closed	-$49K	–	58
2020 Q4	$49K	Buy	+1,143	New	+$48.1K	0.02%	127
2020 Q3	–	Sell	-990	Closed	-$39K	–	74
2020 Q2	$39K	Sell	990 -534	-35%	-$20.6K	0.03%	136
2020 Q1	$56K	Buy	1,524 +5	+0.3%	+$196	0.05%	100
2019 Q4	$61K	Buy	+1,519	New	+$60.2K	0.04%	111

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

FSA Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2025 at 30 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

FSA Wealth Management first reported a position in AOM in Q4 2019 and has held it in 11 quarters since. The position peaked at $61K in Q4 2019. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

FSA Wealth Management held 30 shares of iShares Core Moderate Allocation ETF worth $2.66K as of Q3 2025.
FSA Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2025.
iShares Core Moderate Allocation ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #480 holding.
FSA Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's iShares Core Moderate Allocation ETF position peaked at $61K in Q4 2019.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.