Jim Simons
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Jim Simons’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Jim Simons’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
-8,300
Closed -$361K – 3436
2024
Q4 		$361K Sell
8,300
-14,098
-63% -$625K ﹤0.01% 2979
2024
Q3 		$1.01M Buy
22,398
+2,898
+15% +$127K ﹤0.01% 2441
2024
Q2 		$839K Sell
19,500
-3,600
-16% -$152K ﹤0.01% 2420
2024
Q1 		$988K Buy
+23,100
New +$965K ﹤0.01% 2491
2023
Q4 		– Sell
-19,700
Closed -$767K – 3716
2023
Q3 		$767K Sell
19,700
-14,800
-43% -$592K ﹤0.01% 2472
2023
Q2 		$1.39M Sell
34,500
-5,100
-13% -$204K ﹤0.01% 2235
2023
Q1 		$1.58M Buy
39,600
+33,027
+502% +$1.3M ﹤0.01% 2172
2022
Q4 		$250K Sell
6,573
-686
-9% -$26K ﹤0.01% 3317
2022
Q3 		$266K Sell
7,259
-8,641
-54% -$338K ﹤0.01% 3262
2022
Q2 		$619K Buy
15,900
+6,900
+77% +$279K ﹤0.01% 3026
2022
Q1 		$387K Buy
+9,000
New +$392K ﹤0.01% 3342
2021
Q1 		– Sell
-42,700
Closed -$1.84M – 3288
2020
Q4 		$1.84M Buy
42,700
+13,095
+44% +$551K ﹤0.01% 2170
2020
Q3 		$1.22M Sell
29,605
-4,895
-14% -$201K ﹤0.01% 2411
2020
Q2 		$1.38M Buy
34,500
+26,000
+306% +$1M ﹤0.01% 2385
2020
Q1 		$312K Sell
8,500
-18,663
-69% -$731K ﹤0.01% 2961
2019
Q4 		$1.09M Buy
27,163
+16,063
+145% +$636K ﹤0.01% 2588
2019
Q3 		$436K Buy
11,100
+1,700
+18% +$66.2K ﹤0.01% 2915
2019
Q2 		$367K Buy
+9,400
New +$360K ﹤0.01% 3104
2018
Q1 		– Sell
-14,073
Closed -$535K – 3353
2017
Q4 		$535K Buy
+14,073
New +$539K ﹤0.01% 2871

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 $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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jim Simons's AOM Position: Q1 2025 in Review

Jim Simons sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 8,300 shares — an estimated $361K sold.

Jim Simons first reported a position in AOM in Q4 2017 and held it in 19 quarters. The position peaked at $1.84M in Q4 2020. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Jim Simons reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Jim Simons sold 8,300 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $361K.
  • Jim Simons first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and held it in 19 quarters.
  • Jim Simons's iShares Core Moderate Allocation ETF position peaked at $1.84M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.