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Smith Anglin Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Smith Anglin Financial’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
Q2 		$2.35M Sell
51,096
-1,121
-2% -$49.5K 0.21% 45
2025
Q1 		$2.29M Buy
52,217
+1,075
+2% +$47.3K 0.24% 43
2024
Q4 		$2.22M Buy
51,142
+282
+0.6% +$12.5K 0.21% 43
2024
Q3 		$2.29M Sell
50,860
-74
-0.1% -$3.25K 0.22% 40
2024
Q2 		$2.19M Buy
50,934
+130
+0.3% +$5.51K 0.22% 38
2024
Q1 		$2.17M Sell
50,804
-11,343
-18% -$474K 0.22% 39
2023
Q4 		$2.58M Sell
62,147
-32
-0.1% -$1.27K 0.3% 36
2023
Q3 		$2.42M Buy
62,179
+338
+0.5% +$13.5K 0.29% 42
2023
Q2 		$2.5M Sell
61,841
-1,070
-2% -$42.7K 0.3% 40
2023
Q1 		$2.51M Buy
62,911
+8,300
+15% +$326K 0.37% 32
2022
Q4 		$2.08M Buy
+54,611
New +$2.07M 0.39% 31

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFS
Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

Smith Anglin Financial's AOM Position: Q2 2025 in Review

Smith Anglin Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.1% in Q2 2025, selling an estimated $49.5K and leaving 51,096 shares worth $2.35M. The position accounts for 0.21% of the portfolio, ranked #45.

Smith Anglin Financial first reported a position in AOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.58M in Q4 2023. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Smith Anglin Financial held 51,096 shares of iShares Core Moderate Allocation ETF worth $2.35M as of Q2 2025.
  • Smith Anglin Financial sold 1,121 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $49.5K.
  • iShares Core Moderate Allocation ETF made up 0.21% of Smith Anglin Financial's portfolio in Q2 2025, its #45 holding.
  • Smith Anglin Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 11 quarters since.
  • Smith Anglin Financial's iShares Core Moderate Allocation ETF position peaked at $2.58M in Q4 2023.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.