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Wood Tarver Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-465
Closed -$21K – 179
2025
Q2 		$21K Sell
465
-42
-8% -$1.85K 0.01% 357
2025
Q1 		$22.2K Sell
507
-354
-41% -$15.6K 0.01% 341
2024
Q4 		$37K Buy
+861
New +$38.2K 0.01% 287

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wood Tarver Financial Group's AOM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q3 2025, closing a stake of 465 shares — an estimated $21K sold.

Wood Tarver Financial Group first reported a position in AOM in Q4 2024 and held it in 3 quarters. The position peaked at $37K in Q4 2024. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining iShares Core Moderate Allocation ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 465 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $21K.
  • Wood Tarver Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's iShares Core Moderate Allocation ETF position peaked at $37K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.