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West Paces Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

West Paces Advisors’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
-270
Closed -$11.8K – 219
2025
Q1 		$11.8K Hold
270
– – ﹤0.01% 333
2024
Q4 		$11.7K Hold
270
– – ﹤0.01% 333
2024
Q3 		$12.2K Hold
270
– – ﹤0.01% 334
2024
Q2 		$11.6K Hold
270
– – ﹤0.01% 335
2024
Q1 		$11.6K Hold
270
– – ﹤0.01% 351
2023
Q4 		$11.2K Sell
270
-180
-40% -$7.13K ﹤0.01% 351
2023
Q3 		$17.5K Sell
450
-865
-66% -$34.6K 0.01% 305
2023
Q2 		$53.1K Hold
1,315
– – 0.02% 217
2023
Q1 		$52.4K Hold
1,315
– – 0.02% 217
2022
Q4 		$50K Buy
+1,315
New +$49.9K 0.02% 220

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

West Paces Advisors's AOM Position: Q2 2025 in Review

West Paces Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2025, closing a stake of 270 shares — an estimated $11.8K sold.

West Paces Advisors first reported a position in AOM in Q4 2022 and held it in 10 quarters. The position peaked at $53.1K in Q2 2023. 268 funds tracked by Wall St. Rank hold AOM as of Q2 2025.

  • West Paces Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2025 after selling out during the quarter.
  • West Paces Advisors sold 270 iShares Core Moderate Allocation ETF shares in Q2 2025, an estimated $11.8K.
  • West Paces Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 10 quarters.
  • West Paces Advisors's iShares Core Moderate Allocation ETF position peaked at $53.1K in Q2 2023.
  • 268 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.