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Oxford Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Oxford Financial Group’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
Q3 		– Sell
-552
Closed -$25.4K – 280
2025
Q2 		$25.4K Hold
552
– – ﹤0.01% 239
2025
Q1 		$24.2K Hold
552
– – ﹤0.01% 242
2024
Q4 		$24K Hold
552
– – ﹤0.01% 278
2024
Q3 		$24.9K Hold
552
– – ﹤0.01% 271
2024
Q2 		$23.7K Hold
552
– – ﹤0.01% 296
2024
Q1 		$23.6K Hold
552
– – ﹤0.01% 258
2023
Q4 		$22.9K Sell
552
-378
-41% -$15K ﹤0.01% 274
2023
Q3 		$36.2K Hold
930
– – ﹤0.01% 241
2023
Q2 		$37.6K Hold
930
– – ﹤0.01% 259
2023
Q1 		$37.1K Hold
930
– – ﹤0.01% 221
2022
Q4 		$35.3K Hold
930
– – ﹤0.01% 226
2022
Q3 		$34K Hold
930
– – 0.01% 204
2022
Q2 		$36K Sell
930
-105
-10% -$4.24K 0.01% 224
2022
Q1 		$44K Hold
1,035
– – 0.01% 222
2021
Q4 		$47K Hold
1,035
– – 0.01% 235
2021
Q3 		$46K Sell
1,035
-118
-10% -$5.35K 0.01% 214
2021
Q2 		$52K Hold
1,153
– – 0.01% 197
2021
Q1 		$50K Buy
1,153
+620
+116% +$27K 0.01% 190
2020
Q4 		$23K Buy
+533
New +$22.4K ﹤0.01% 192

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oxford Financial Group's AOM Position: Q3 2025 in Review

Oxford Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 552 shares — an estimated $25.4K sold.

Oxford Financial Group first reported a position in AOM in Q4 2020 and held it in 19 quarters. The position peaked at $52K in Q2 2021. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Oxford Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Oxford Financial Group sold 552 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $25.4K.
  • Oxford Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 19 quarters.
  • Oxford Financial Group's iShares Core Moderate Allocation ETF position peaked at $52K in Q2 2021.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Oxford Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.