Great Valley Advisor Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Great Valley Advisor Group’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 Q1	–	Sell	-5,687	Closed	-$247K	–	874
2024 Q4	$247K	Sell	5,687 -4	-0.1%	-$177	0.01%	750
2024 Q3	$257K	Sell	5,691 -125	-2%	-$5.48K	0.01%	733
2024 Q2	$250K	Buy	+5,816	New	+$246K	0.01%	690

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Valley Advisor Group's AOM Position: Q1 2025 in Review

Great Valley Advisor Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 5,687 shares — an estimated $247K sold.

Great Valley Advisor Group first reported a position in AOM in Q2 2024 and held it in 3 quarters. The position peaked at $257K in Q3 2024. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

Great Valley Advisor Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
Great Valley Advisor Group sold 5,687 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $247K.
Great Valley Advisor Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 3 quarters.
Great Valley Advisor Group's iShares Core Moderate Allocation ETF position peaked at $257K in Q3 2024.
259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Great Valley Advisor Group's 13F filing for Q1 2025, filed 8 May 2025.