Philip James Wealth Mangement’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Philip James Wealth Mangement’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	-4,805	Closed	-$221K	–	180
2025 Q2	$221K	Buy	4,805 +17	+0.4%	+$751	0.03%	160
2025 Q1	$210K	Sell	4,788 -800	-14%	-$35.2K	0.03%	160
2024 Q4	$243K	Buy	5,588 +119	+2%	+$5.28K	0.03%	153
2024 Q3	$247K	Buy	5,469 +70	+1%	+$3.07K	0.03%	144
2024 Q2	$232K	Sell	5,399 -87	-2%	-$3.69K	0.15%	63
2024 Q1	$235K	Sell	5,486 -96	-2%	-$4.01K	0.17%	62
2023 Q4	$232K	Buy	+5,582	New	+$221K	0.18%	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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Philip James Wealth Mangement's AOM Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 4,805 shares — an estimated $221K sold.

Philip James Wealth Mangement first reported a position in AOM in Q4 2023 and held it in 7 quarters. The position peaked at $247K in Q3 2024. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

Philip James Wealth Mangement reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
Philip James Wealth Mangement sold 4,805 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $221K.
Philip James Wealth Mangement first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 7 quarters.
Philip James Wealth Mangement's iShares Core Moderate Allocation ETF position peaked at $247K in Q3 2024.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.