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

Hantz Financial Services’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
-2,465
Closed -$107K – 1670
2024
Q4 		$107K Buy
+2,465
New +$109K ﹤0.01% 603
2024
Q1 		– Sell
-167
Closed -$7K – 1191
2023
Q4 		$7K Sell
167
-1,036
-86% -$41.1K ﹤0.01% 857
2023
Q3 		$47K Buy
1,203
+751
+166% +$30K ﹤0.01% 639
2023
Q2 		$18K Buy
452
+451
+45,100% +$18K ﹤0.01% 716
2023
Q1 		$0 Sell
1
-18,636
-100% -$732K ﹤0.01% 1105
2022
Q4 		$708K Buy
+18,637
New +$707K 0.02% 429

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 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 $672B AUM 33.48% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hantz Financial Services's AOM Position: Q1 2025 in Review

Hantz Financial Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 2,465 shares — an estimated $107K sold.

Hantz Financial Services first reported a position in AOM in Q4 2022 and held it in 6 quarters. The position peaked at $708K in Q4 2022. 260 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Hantz Financial Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Hantz Financial Services sold 2,465 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $107K.
  • Hantz Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 6 quarters.
  • Hantz Financial Services's iShares Core Moderate Allocation ETF position peaked at $708K in Q4 2022.
  • 260 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Hantz Financial Services's 13F filing for Q1 2025, filed 12 May 2025.