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TownSquare Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TownSquare Capital’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
-7,092
Closed -$311K – 646
2025
Q1 		$311K Hold
7,092
– – ﹤0.01% 1332
2024
Q4 		$308K Buy
7,092
+60
+0.9% +$2.66K ﹤0.01% 1233
2024
Q3 		$317K Sell
7,032
-1,002
-12% -$43.9K ﹤0.01% 1151
2024
Q2 		$346K Sell
8,034
-6
-0.1% -$254 ﹤0.01% 1016
2024
Q1 		$344K Buy
+8,040
New +$336K 0.01% 961

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

TownSquare Capital's AOM Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 7,092 shares — an estimated $311K sold.

TownSquare Capital first reported a position in AOM in Q1 2024 and held it in 5 quarters. The position peaked at $346K in Q2 2024. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • TownSquare Capital reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 7,092 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $311K.
  • TownSquare Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and held it in 5 quarters.
  • TownSquare Capital's iShares Core Moderate Allocation ETF position peaked at $346K in Q2 2024.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.