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Mason & Associates (Virginia)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mason & Associates (Virginia)’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
Q4 		– Sell
-8,271
Closed -$381K – 40
2025
Q3 		$381K Hold
8,271
– – 0.1% 30
2025
Q2 		$381K Sell
8,271
-2,890
-26% -$128K 0.1% 30
2025
Q1 		$490K Sell
11,161
-703
-6% -$30.9K 0.14% 23
2024
Q4 		$515K Buy
11,864
+1,235
+12% +$54.8K 0.15% 24
2024
Q3 		$479K Buy
10,629
+83
+0.8% +$3.64K 0.15% 25
2024
Q2 		$454K Buy
+10,546
New +$447K 0.15% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mason & Associates (Virginia)'s AOM Position: Q4 2025 in Review

Mason & Associates (Virginia) sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 8,271 shares — an estimated $381K sold.

Mason & Associates (Virginia) first reported a position in AOM in Q2 2024 and held it in 6 quarters. The position peaked at $515K in Q4 2024. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • Mason & Associates (Virginia) reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 8,271 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $381K.
  • Mason & Associates (Virginia) first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 6 quarters.
  • Mason & Associates (Virginia)'s iShares Core Moderate Allocation ETF position peaked at $515K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Mason & Associates (Virginia)'s 13F filing for Q4 2025, filed 21 Jan 2026.