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

RFP 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
Q4 		– Sell
-5,712
Closed -$248K – 85
2025
Q3 		$248K Buy
5,712
+168
+3% +$7.81K 0.1% 83
2025
Q2 		$255K Sell
5,544
-643
-10% -$28.4K 0.11% 84
2025
Q1 		$272K Buy
6,187
+475
+8% +$20.9K 0.11% 86
2024
Q4 		$248K Buy
+5,712
New +$253K 0.1% 84
2024
Q3 		– Sell
-3,073
Closed -$132K – 145
2024
Q2 		$132K Sell
3,073
-1,384
-31% -$58.6K 0.05% 142
2024
Q1 		$191K Buy
4,457
+914
+26% +$38.2K 0.07% 93
2023
Q4 		$147K Buy
3,543
+1,393
+65% +$55.2K 0.06% 107
2023
Q3 		$83.7K Buy
2,150
+1,784
+487% +$71.3K 0.04% 159
2023
Q2 		$14.8K Buy
366
+226
+161% +$9.02K 0.01% 359
2023
Q1 		$5.57K Sell
140
-402
-74% -$15.8K 0.01% 378
2022
Q4 		$20.6K Buy
+542
New +$20.5K 0.01% 281

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

RFP Financial Group's AOM Position: Q4 2025 in Review

RFP Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 5,712 shares — an estimated $248K sold.

RFP Financial Group first reported a position in AOM in Q4 2022 and held it in 11 quarters. The position peaked at $272K in Q1 2025. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • RFP Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • RFP Financial Group sold 5,712 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $248K.
  • RFP Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 11 quarters.
  • RFP Financial Group's iShares Core Moderate Allocation ETF position peaked at $272K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.