Stonebridge Financial Group (Pennsylvania)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	–	Sell	-4,733	Closed	-$225K	–	250
2025 Q3	$225K	Buy	4,733 +26	+0.6%	+$1.21K	0.02%	224
2025 Q2	$217K	Buy	4,707 +19	+0.4%	+$839	0.02%	227
2025 Q1	$206K	Sell	4,688 -202	-4%	-$8.89K	0.02%	217
2024 Q4	$212K	Buy	+4,890	New	+$217K	0.02%	219

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

Stonebridge Financial Group (Pennsylvania)'s AOM Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 4,733 shares — an estimated $225K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in AOM in Q4 2024 and held it in 4 quarters. The position peaked at $225K in Q3 2025. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 4,733 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $225K.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 4 quarters.
Stonebridge Financial Group (Pennsylvania)'s iShares Core Moderate Allocation ETF position peaked at $225K in Q3 2025.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.