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

Summit 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 		– Sell
-4,713
Closed -$207K – 812
2025
Q1 		$207K Buy
+4,713
New +$207K 0.01% 688
2023
Q1 		– Sell
-7,123
Closed -$271K – 257
2022
Q4 		$271K Buy
+7,123
New +$270K 0.03% 215
2019
Q2 		– Sell
-14,528
Closed -$553K – 46
2019
Q1 		$553K Buy
+14,528
New +$539K 0.09% 35

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
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
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 $570B AUM 27.57% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $798M AUM 20.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's AOM Position: Q2 2025 in Review

Summit Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 4,713 shares — an estimated $207K sold.

Summit Financial first reported a position in AOM in Q1 2019 and held it in 3 quarters. The position peaked at $553K in Q1 2019. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Summit Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Summit Financial sold 4,713 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $207K.
  • Summit Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and held it in 3 quarters.
  • Summit Financial's iShares Core Moderate Allocation ETF position peaked at $553K in Q1 2019.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Summit Financial's 13F filing for Q2 2025, filed 13 Aug 2025.