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Adams Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Adams Wealth Management’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
Q1 		– Sell
-4,968
Closed -$237K – 149
2025
Q4 		$237K Buy
4,968
+677
+16% +$32.4K 0.05% 156
2025
Q3 		$204K Sell
4,291
-517
-11% -$24K 0.04% 172
2025
Q2 		$221K Buy
+4,808
New +$212K 0.04% 158
2025
Q1 		– Sell
-5,135
Closed -$223K – 147
2024
Q4 		$223K Buy
5,135
+475
+10% +$21.1K 0.04% 109
2024
Q3 		$210K Sell
4,660
-82
-2% -$3.6K 0.05% 107
2024
Q2 		$204K Sell
4,742
-1,641
-26% -$69.5K 0.05% 101
2024
Q1 		$273K Sell
6,383
-305
-5% -$12.7K 0.07% 94
2023
Q4 		$278K Sell
6,688
-4,201
-39% -$167K 0.08% 85
2023
Q3 		$424K Sell
10,889
-406
-4% -$16.2K 0.14% 73
2023
Q2 		$456K Buy
11,295
+418
+4% +$16.7K 0.14% 78
2023
Q1 		$434K Sell
10,877
-43
-0.4% -$1.69K 0.14% 83
2022
Q4 		$415K Buy
10,920
+1,289
+13% +$48.9K 0.15% 81
2022
Q3 		$353K Buy
9,631
+3,315
+52% +$130K 0.13% 71
2022
Q2 		$246K Buy
6,316
+957
+18% +$38.7K 0.09% 64
2022
Q1 		$230K Sell
5,359
-362
-6% -$15.8K 0.08% 66
2021
Q4 		$260K Sell
5,721
-785
-12% -$35.6K 0.08% 71
2021
Q3 		$291K Sell
6,506
-17
-0.3% -$771 0.11% 67
2021
Q2 		$294K Buy
6,523
+466
+8% +$20.8K 0.13% 63
2021
Q1 		$264K Sell
6,057
-101
-2% -$4.4K 0.12% 62
2020
Q4 		$266K Sell
6,158
-1,587
-20% -$66.8K 0.17% 50
2020
Q3 		$318K Buy
+7,745
New +$317K 0.25% 42

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Adams Wealth Management's AOM Position: Q1 2026 in Review

Adams Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 4,968 shares — an estimated $237K sold.

Adams Wealth Management first reported a position in AOM in Q3 2020 and held it in 21 quarters. The position peaked at $456K in Q2 2023. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Adams Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Adams Wealth Management sold 4,968 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $237K.
  • Adams Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and held it in 21 quarters.
  • Adams Wealth Management's iShares Core Moderate Allocation ETF position peaked at $456K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.