Advisory Services Network’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Advisory Services Network’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	$636K	Sell	13,430 -260	-2%	-$12.5K	0.01%	1145
2025 Q4	$653K	Buy	13,690 +5,919	+76%	+$283K	0.01%	1078
2025 Q3	$370K	Buy	7,771 +37	+0.5%	+$1.72K	0.01%	1350
2025 Q2	$354K	Sell	7,734 -1,780	-19%	-$78.6K	0.01%	1325
2025 Q1	$417K	Sell	9,514 -3,219	-25%	-$142K	0.01%	1139
2024 Q4	$553K	Buy	12,733 +4,951	+64%	+$220K	0.01%	998
2024 Q3	$335K	Hold	7,782	–	–	0.01%	1162
2024 Q2	$335K	Buy	+7,782	New	+$330K	0.01%	1162
2024 Q1	–	Sell	-3,770	Closed	-$157K	–	1543
2023 Q4	$157K	Buy	+3,770	New	+$149K	﹤0.01%	1406
2023 Q2	–	Sell	-3,329	Closed	-$133K	–	1530
2023 Q1	$133K	Sell	3,329 -64	-2%	-$2.52K	﹤0.01%	1492
2022 Q4	$129K	Sell	3,393 -7,460	-69%	-$283K	﹤0.01%	1488
2022 Q3	$397K	Buy	+10,853	New	+$425K	0.01%	906
2021 Q3	–	Sell	-4,473	Closed	-$202K	–	1473
2021 Q2	$202K	Buy	+4,473	New	+$199K	0.01%	1262
2021 Q1	–	Sell	-5,304	Closed	-$229K	–	1362
2020 Q4	$229K	Sell	5,304 -274	-5%	-$11.5K	0.01%	1011
2020 Q3	$229K	Sell	5,578 -2	-0%	-$82	0.01%	922
2020 Q2	$222K	Buy	5,580 +1,767	+46%	+$68.2K	0.01%	904
2020 Q1	$140K	Buy	3,813 +279	+8%	+$10.9K	0.01%	931
2019 Q4	$142K	Buy	3,534 +3,138	+792%	+$124K	0.01%	1013
2019 Q3	$15K	Hold	396	–	–	﹤0.01%	1948
2019 Q2	$15K	Buy	396 +320	+421%	+$12.2K	﹤0.01%	1946
2019 Q1	$3K	Hold	76	–	–	﹤0.01%	2216
2018 Q4	$3K	Buy	+76	New	+$2.77K	﹤0.01%	2180

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Services Network's AOM Position: Q1 2026 in Review

Advisory Services Network reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.9% in Q1 2026, selling an estimated $12.5K and leaving 13,430 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #1145.

Advisory Services Network first reported a position in AOM in Q4 2018 and has held it in 22 quarters since. The position peaked at $653K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Advisory Services Network held 13,430 shares of iShares Core Moderate Allocation ETF worth $636K as of Q1 2026.
Advisory Services Network sold 260 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $12.5K.
iShares Core Moderate Allocation ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1145 holding.
Advisory Services Network first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 22 quarters since.
Advisory Services Network's iShares Core Moderate Allocation ETF position peaked at $653K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.