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Larson Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Larson Financial 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
Q2 		– Sell
-1,190
Closed -$52.2K – 3284
2025
Q1 		$52.2K Buy
+1,190
New +$52.4K ﹤0.01% 1010
2023
Q1 		– Sell
-708
Closed -$26.9K – 1550
2022
Q4 		$26.9K Buy
+708
New +$26.8K ﹤0.01% 632
2019
Q4 		– Sell
-347
Closed -$14K – 575
2019
Q3 		$14K Buy
+347
New +$13.5K 0.01% 259

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
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
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
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's AOM Position: Q2 2025 in Review

Larson Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 1,190 shares — an estimated $52.2K sold.

Larson Financial Group first reported a position in AOM in Q3 2019 and held it in 3 quarters. The position peaked at $52.2K in Q1 2025. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Larson Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,190 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $52.2K.
  • Larson Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and held it in 3 quarters.
  • Larson Financial Group's iShares Core Moderate Allocation ETF position peaked at $52.2K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.