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

Wayfinding 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
-369
Closed -$16K – 169
2025
Q1 		$16K Buy
+369
New +$16.2K 0.01% 602

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 $812M AUM 29.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wayfinding Financial's AOM Position: Q2 2025 in Review

Wayfinding Financial sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 369 shares — an estimated $16K sold.

Wayfinding Financial first reported a position in AOM in Q1 2025 and held it in 1 quarter. The position peaked at $16K in Q1 2025. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • Wayfinding Financial reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 369 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $16K.
  • Wayfinding Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's iShares Core Moderate Allocation ETF position peaked at $16K in Q1 2025.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.