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1 North Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

1 North Wealth Services’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
2026
Q2 		$74.7K Sell
1,498
-98
-6% -$4.82K 0.02% 80
2026
Q1 		$75.6K Buy
1,596
+250
+19% +$12.1K 0.03% 77
2025
Q4 		$64.2K Sell
1,346
-304
-18% -$14.5K 0.02% 83
2025
Q3 		$78.5K Sell
1,650
-33
-2% -$1.53K 0.03% 73
2025
Q2 		$77.5K Buy
1,683
+145
+9% +$6.41K 0.03% 75
2025
Q1 		$67.5K Buy
+1,538
New +$67.7K 0.03% 76

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1 North Wealth Services's AOM Position: Q2 2026 in Review

1 North Wealth Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.1% in Q2 2026, selling an estimated $4.82K and leaving 1,498 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #80.

1 North Wealth Services first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $78.5K in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • 1 North Wealth Services held 1,498 shares of iShares Core Moderate Allocation ETF worth $74.7K as of Q2 2026.
  • 1 North Wealth Services sold 98 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.82K.
  • iShares Core Moderate Allocation ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #80 holding.
  • 1 North Wealth Services first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 1 North Wealth Services's iShares Core Moderate Allocation ETF position peaked at $78.5K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.