Siligmueller & Norvid Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Siligmueller & Norvid 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	$488K	Buy	+10,255	New	+$477K	0.22%	85

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

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 $4.18B AUM 24.76% 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

Siligmueller & Norvid Wealth Advisors's AOM Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2025: 10,255 shares worth $488K. The stake represents 0.22% of the portfolio and ranks #85 among its holdings.

263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 10,255 shares of iShares Core Moderate Allocation ETF worth $488K as of Q3 2025.
iShares Core Moderate Allocation ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares Core Moderate Allocation ETF made up 0.22% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #85 holding.
263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.