Wealthspire Advisors (New York)’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
Wealthspire Advisors (New York)'s AOM Position: Q4 2025 in Review
Wealthspire Advisors (New York) sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 86 shares — an estimated $4.09K sold.
Wealthspire Advisors (New York) first reported a position in AOM in Q3 2023 and held it in 3 quarters. The position peaked at $5.43M in Q1 2024. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.
- Wealthspire Advisors (New York) reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
- Wealthspire Advisors (New York) sold 86 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $4.09K.
- Wealthspire Advisors (New York) first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and held it in 3 quarters.
- Wealthspire Advisors (New York)'s iShares Core Moderate Allocation ETF position peaked at $5.43M in Q1 2024.
- 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.
Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.