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

Physician 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
Q3 		– Sell
-2,047
Closed -$94.3K – 1909
2025
Q2 		$94.3K Buy
+2,047
New +$90.4K 0.01% 270

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Physician Wealth Advisors's AOM Position: Q3 2025 in Review

Physician Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 2,047 shares — an estimated $94.3K sold.

Physician Wealth Advisors first reported a position in AOM in Q2 2025 and held it in 1 quarter. The position peaked at $94.3K in Q2 2025. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Physician Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 2,047 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $94.3K.
  • Physician Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $94.3K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.