Northwest Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-4,822
| Closed | -$229K | – | 251 |
|
|
2025
Q3 | $229K | Buy |
4,822
+8
| +0.2% | +$372 | 0.04% | 190 |
|
|
2025
Q2 | $222K | Buy |
4,814
+4
| +0.1% | +$177 | 0.04% | 186 |
|
|
2025
Q1 | $211K | Buy |
4,810
+1
| +0% | +$44 | 0.04% | 171 |
|
|
2024
Q4 | $209K | Buy |
4,809
+14
| +0.3% | +$621 | 0.04% | 155 |
|
|
2024
Q3 | $216K | Sell |
4,795
-271
| -5% | -$11.9K | 0.05% | 154 |
|
|
2024
Q2 | $218K | Sell |
5,066
-619
| -11% | -$26.2K | 0.06% | 155 |
|
|
2024
Q1 | $243K | Sell |
5,685
-6,359
| -53% | -$266K | 0.07% | 143 |
|
|
2023
Q4 | $500K | Buy |
12,044
+16
| +0.1% | +$634 | 0.15% | 93 |
|
|
2023
Q3 | $468K | Sell |
12,028
-40
| -0.3% | -$1.6K | 0.17% | 89 |
|
|
2023
Q2 | $488K | Buy |
12,068
+143
| +1% | +$5.71K | 0.18% | 91 |
|
|
2023
Q1 | $475K | Sell |
11,925
-3,134
| -21% | -$123K | 0.18% | 95 |
|
|
2022
Q4 | $572K | Sell |
15,059
-800
| -5% | -$30.3K | 0.25% | 81 |
|
|
2022
Q3 | $581K | Sell |
15,859
-1,207
| -7% | -$47.3K | 0.26% | 84 |
|
|
2022
Q2 | $665K | Buy |
17,066
+225
| +1% | +$9.09K | 0.29% | 79 |
|
|
2022
Q1 | $724K | Sell |
16,841
-992
| -6% | -$43.2K | 0.35% | 70 |
|
|
2021
Q4 | $811K | Buy |
17,833
+742
| +4% | +$33.6K | 0.38% | 63 |
|
|
2021
Q3 | $765K | Sell |
17,091
-474
| -3% | -$21.5K | 0.38% | 60 |
|
|
2021
Q2 | $791K | Sell |
17,565
-253
| -1% | -$11.3K | 0.42% | 60 |
|
|
2021
Q1 | $776K | Buy |
17,818
+287
| +2% | +$12.5K | 0.49% | 55 |
|
|
2020
Q4 | $757K | Sell |
17,531
-156
| -0.9% | -$6.57K | 0.52% | 52 |
|
|
2020
Q3 | $726K | Buy |
17,687
+1,652
| +10% | +$67.7K | 0.6% | 46 |
|
|
2020
Q2 | $639K | Sell |
16,035
-2,114
| -12% | -$81.6K | 0.56% | 46 |
|
|
2020
Q1 | $667K | Sell |
18,149
-3,000
| -14% | -$117K | 0.68% | 42 |
|
|
2019
Q4 | $849K | Buy |
21,149
+5,286
| +33% | +$209K | 0.78% | 39 |
|
|
2019
Q3 | $623K | Buy |
15,863
+213
| +1% | +$8.3K | 0.51% | 56 |
|
|
2019
Q2 | $611K | Sell |
15,650
-2,138
| -12% | -$81.8K | 0.49% | 55 |
|
|
2019
Q1 | $677K | Buy |
17,788
+2,254
| +15% | +$83.6K | 0.51% | 50 |
|
|
2018
Q4 | $554K | Sell |
15,534
-367
| -2% | -$13.4K | 0.47% | 54 |
|
|
2018
Q3 | $602K | Sell |
15,901
-9,111
| -36% | -$344K | 0.45% | 54 |
|
|
2018
Q2 | $939K | Sell |
25,012
-171
| -0.7% | -$6.43K | 0.71% | 36 |
|
|
2018
Q1 | $951K | Buy |
25,183
+7,926
| +46% | +$302K | 0.71% | 36 |
|
|
2017
Q4 | $656K | Buy |
17,257
+860
| +5% | +$32.9K | 0.53% | 51 |
|
|
2017
Q3 | $623K | Sell |
16,397
-4,465
| -21% | -$168K | 0.87% | 29 |
|
|
2017
Q2 | $778K | Sell |
20,862
-594
| -3% | -$21.9K | 0.71% | 34 |
|
|
2017
Q1 | $780K | Buy |
21,456
+580
| +3% | +$20.8K | 0.72% | 35 |
|
|
2016
Q4 | $735K | Buy |
+20,876
| New | +$738K | 0.75% | 33 |
|
Other funds holding AOM
FIA
WFS
Northwest Wealth Management's AOM Position: Q4 2025 in Review
Northwest Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 4,822 shares — an estimated $229K sold.
Northwest Wealth Management first reported a position in AOM in Q4 2016 and held it in 36 quarters. The position peaked at $951K in Q1 2018. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.
- Northwest Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
- Northwest Wealth Management sold 4,822 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $229K.
- Northwest Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 36 quarters.
- Northwest Wealth Management's iShares Core Moderate Allocation ETF position peaked at $951K in Q1 2018.
- 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.
Based on Northwest Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.