SSA
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SSA Swiss Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SSA Swiss 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
Q4 		$191K Sell
4,003
-430
-10% -$20.6K 0.09% 71
2025
Q3 		$211K Hold
4,433
– – 0.1% 74
2025
Q2 		$204K Sell
4,433
-66,469
-94% -$2.94M 0.1% 71
2025
Q1 		$3.11M Buy
+70,902
New +$3.12M 1.59% 25

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSA Swiss Advisors's AOM Position: Q4 2025 in Review

SSA Swiss Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 9.7% in Q4 2025, selling an estimated $20.6K and leaving 4,003 shares worth $191K. The position accounts for 0.09% of the portfolio, ranked #71.

SSA Swiss Advisors first reported a position in AOM in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.11M in Q1 2025. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • SSA Swiss Advisors held 4,003 shares of iShares Core Moderate Allocation ETF worth $191K as of Q4 2025.
  • SSA Swiss Advisors sold 430 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $20.6K.
  • iShares Core Moderate Allocation ETF made up 0.09% of SSA Swiss Advisors's portfolio in Q4 2025, its #71 holding.
  • SSA Swiss Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 4 quarters since.
  • SSA Swiss Advisors's iShares Core Moderate Allocation ETF position peaked at $3.11M in Q1 2025.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.