Nicolet Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Nicolet Advisory 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 Q4	$227K	Sell	4,690 -2,649	-36%	-$127K	0.02%	383
2025 Q3	$349K	Sell	7,339 -375	-5%	-$17.4K	0.03%	292
2025 Q2	$353K	Sell	7,714 -347	-4%	-$15.3K	0.03%	275
2025 Q1	$340K	Sell	8,061 -311	-4%	-$13.7K	0.03%	251
2024 Q4	$359K	Sell	8,372 -303	-3%	-$13.4K	0.03%	258
2024 Q3	$387K	Buy	8,675 +109	+1%	+$4.78K	0.04%	244
2024 Q2	$371K	Buy	8,566 +264	+3%	+$11.2K	0.04%	248
2024 Q1	$352K	Sell	8,302 -741	-8%	-$31K	0.04%	241
2023 Q4	$371K	Sell	9,043 -7,680	-46%	-$304K	0.04%	209
2023 Q3	$640K	Sell	16,723 -803	-5%	-$32.1K	0.07%	135
2023 Q2	$695K	Sell	17,526 -274	-2%	-$10.9K	0.08%	122
2023 Q1	$710K	Sell	17,800 -838	-4%	-$32.9K	0.08%	118
2022 Q4	$732K	Sell	18,638 -337	-2%	-$12.8K	0.1%	100
2022 Q3	$692K	Sell	18,975 -366	-2%	-$14.3K	0.11%	79
2022 Q2	$755K	Buy	19,341 +2,959	+18%	+$120K	0.11%	77
2022 Q1	$691K	Sell	16,382 -5,064	-24%	-$221K	0.09%	84
2021 Q4	$975K	Sell	21,446 -302	-1%	-$13.7K	0.12%	70
2021 Q3	$973K	Sell	21,748 -204	-0.9%	-$9.25K	0.12%	68
2021 Q2	$989K	Buy	21,952 +3,823	+21%	+$170K	0.13%	66
2021 Q1	$790K	Sell	18,129 -1,881	-9%	-$81.9K	0.11%	68
2020 Q4	$864K	Buy	20,010 +19	+0.1%	+$800	0.12%	68
2020 Q3	$821K	Buy	19,991 +1,031	+5%	+$42.3K	0.13%	68
2020 Q2	$756K	Sell	18,960 -804	-4%	-$31K	0.12%	88
2020 Q1	$726K	Sell	19,764 -4,711	-19%	-$184K	0.13%	86
2019 Q4	$982K	Buy	24,475 +2,424	+11%	+$96K	0.15%	63
2019 Q3	$866K	Buy	22,051 +2,999	+16%	+$117K	0.13%	64
2019 Q2	$743K	Buy	19,052 +560	+3%	+$21.4K	0.11%	66
2019 Q1	$704K	Buy	+18,492	New	+$686K	0.12%	65

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nicolet Advisory Services's AOM Position: Q4 2025 in Review

Nicolet Advisory Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 36% in Q4 2025, selling an estimated $127K and leaving 4,690 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #383.

Nicolet Advisory Services first reported a position in AOM in Q1 2019 and has held it in 28 quarters since. The position peaked at $989K in Q2 2021. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Nicolet Advisory Services held 4,690 shares of iShares Core Moderate Allocation ETF worth $227K as of Q4 2025.
Nicolet Advisory Services sold 2,649 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $127K.
iShares Core Moderate Allocation ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #383 holding.
Nicolet Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 28 quarters since.
Nicolet Advisory Services's iShares Core Moderate Allocation ETF position peaked at $989K in Q2 2021.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.