Smith Anglin Financial, LLC AOM — ISHARES TR

Ownership history in Smith Anglin Financial, LLC  ·  11 quarters on record

AI Ownership Summary

Smith Anglin Financial, LLC reported ISHARES TR (AOM) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.3% in 2023 Q4. The latest visible filing shows AOM at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AOM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smith Anglin Financial, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AOM was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AOM stock page Smith Anglin Financial, LLC fund profile Smith Anglin Financial, LLC full holdings
How Smith Anglin Financial, LLC held AOM — position size vs. price
% of Fund (quarterly)    AOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED — — — 51,096 -1,121 -2.1% 0.21% $2.4M 2025-08-14 (Est.) $45.42
2025 Q1 ADDED — — — 52,217 +1,075 +2.1% 0.24% $2.3M 2025-04-10 $40.87
2024 Q4 ADDED — — — 51,142 +282 +0.6% 0.21% $2.2M 2025-01-14 $41.45
2024 Q3 REDUCED — — — 50,860 -74 -0.1% 0.22% $2.3M 2024-10-07 $42.31
2024 Q2 ADDED — — — 50,934 +130 +0.3% 0.22% $2.2M 2024-07-11 $41.13
2024 Q1 REDUCED 18.3% +0.8% ❌ 50,804 -11,343 -18.3% 0.22% $2.2M 2024-04-24 $39.00
2023 Q4 REDUCED — — — 62,147 -32 -0.1% 0.30% $2.6M 2024-01-17 $38.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AOM

As of 2026 Q1 — sorted by position size

Weitzel Financial Services, Inc. 3Y 5.59% AJ Advisors, LLC 3Y 4.83% Hershey Financial Advisers, LLC 3.26% Taylor Financial Group, Inc. 2.23% Weaver Consulting Group 3Y 1.99% Investment Advisory Group, LLC 3Y 1.8% KAVAR CAPITAL PARTNERS GROUP, LLC 3Y 1.54% VVR Holdings LLC 1.5% JIM SAULNIER & ASSOCIATES, LLC 1.31% LifePlan Financial, LLC 1.31%

FAQ About Smith Anglin Financial, LLC and AOM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Smith Anglin Financial, LLC reported owning AOM?

Smith Anglin Financial, LLC reported AOM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AOM position in Smith Anglin Financial, LLC's portfolio?

The largest reported portfolio weight for AOM was 0.30% in 2023 Q4.

What is the latest reported AOM position on this page?

The most recent filing on this page is 2025 Q2, when Smith Anglin Financial, LLC reported 51,096 shares, equal to 0.21% of portfolio, with an estimated market value of $2.4M.

What does the chart on this AOM ownership page compare?

The chart compares Smith Anglin Financial, LLC's quarterly AOM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Smith Anglin Financial, LLC time their AOM position?

Based on 13F filing dates vs. subsequent AOM price moves, Smith Anglin Financial, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on AOM relative to SPY over the holding period was -9.4%.

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