N.E.W. Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
HIP
WFS
KCPG
N.E.W. Advisory Services's AOM Position: Q2 2025 in Review
N.E.W. Advisory Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 70 shares — an estimated $3.07K sold.
N.E.W. Advisory Services first reported a position in AOM in Q1 2025 and held it in 1 quarter. The position peaked at $3.07K in Q1 2025. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.
- N.E.W. Advisory Services reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
- N.E.W. Advisory Services sold 70 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $3.07K.
- N.E.W. Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 1 quarter.
- N.E.W. Advisory Services's iShares Core Moderate Allocation ETF position peaked at $3.07K in Q1 2025.
- 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.
Based on N.E.W. Advisory Services's 13F filing for Q2 2025, filed 18 Aug 2025.