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Van Hulzen Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Van Hulzen Asset Management’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
Q1 		– Sell
-1,932
Closed -$83.9K – 347
2024
Q4 		$83.9K Buy
+1,932
New +$85.7K 0.01% 425

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Van Hulzen Asset Management's AOM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2025, closing a stake of 1,932 shares — an estimated $83.9K sold.

Van Hulzen Asset Management first reported a position in AOM in Q4 2024 and held it in 1 quarter. The position peaked at $83.9K in Q4 2024. 259 funds tracked by Wall St. Rank hold AOM as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 1,932 iShares Core Moderate Allocation ETF shares in Q1 2025, an estimated $83.9K.
  • Van Hulzen Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's iShares Core Moderate Allocation ETF position peaked at $83.9K in Q4 2024.
  • 259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.