Signature Estate & Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Signature Estate & Investment 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	-4,364	Closed	-$201K	–	600
2025 Q2	$201K	Buy	+4,364	New	+$193K	﹤0.01%	558
2025 Q1	–	Sell	-4,610	Closed	-$200K	–	549
2024 Q4	$200K	Sell	4,610 -270	-6%	-$12K	0.01%	520
2024 Q3	$220K	Sell	4,880 -115	-2%	-$5.04K	0.01%	483
2024 Q2	$215K	Buy	+4,995	New	+$212K	0.01%	475

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $5.57B AUM 30.6% 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

Signature Estate & Investment Advisors's AOM Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 4,364 shares — an estimated $201K sold.

Signature Estate & Investment Advisors first reported a position in AOM in Q2 2024 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

Signature Estate & Investment Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 4,364 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $201K.
Signature Estate & Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 4 quarters.
Signature Estate & Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $220K in Q3 2024.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.