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
2025 Q4	$21K	Buy	+439	New	+$21K	﹤0.01%	1436

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

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SageView Advisory Group's AOM Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q4 2025: 439 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings.

284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

SageView Advisory Group held 439 shares of iShares Core Moderate Allocation ETF worth $21K as of Q4 2025.
iShares Core Moderate Allocation ETF was a new SageView Advisory Group position in Q4 2025.
iShares Core Moderate Allocation ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1436 holding.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.