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SageView Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SageView Advisory 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
2026
Q1 		– Sell
-439
Closed -$21K – 668
2025
Q4 		$21K Buy
+439
New +$21K ﹤0.01% 1436

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 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
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SageView Advisory Group's AOM Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 439 shares — an estimated $21K sold.

SageView Advisory Group first reported a position in AOM in Q4 2025 and held it in 1 quarter. The position peaked at $21K in Q4 2025. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • SageView Advisory Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 439 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $21K.
  • SageView Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's iShares Core Moderate Allocation ETF position peaked at $21K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.