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Octavia Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Octavia Wealth Advisors’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
-5,353
Closed -$255K – 251
2025
Q3 		$255K Buy
+5,353
New +$249K 0.03% 217
2023
Q4 		– Sell
-7,127
Closed -$277K – 223
2023
Q3 		$277K Buy
+7,127
New +$285K 0.06% 157

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

Octavia Wealth Advisors's AOM Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 5,353 shares — an estimated $255K sold.

Octavia Wealth Advisors first reported a position in AOM in Q3 2023 and held it in 2 quarters. The position peaked at $277K in Q3 2023. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • Octavia Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 5,353 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $255K.
  • Octavia Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 2 quarters.
  • Octavia Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $277K in Q3 2023.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.