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

AE 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 		$596K Sell
12,586
-605
-5% -$29.2K ﹤0.01% 1018
2025
Q4 		$630K Sell
13,191
-13,258
-50% -$634K ﹤0.01% 961
2025
Q3 		$1.26M Sell
26,449
-77,596
-75% -$3.61M 0.01% 697
2025
Q2 		$4.79M Buy
104,045
+85,199
+452% +$3.76M 0.04% 358
2025
Q1 		$827K Sell
18,846
-813
-4% -$35.8K 0.01% 759
2024
Q4 		$854K Buy
19,659
+4,334
+28% +$192K 0.01% 745
2024
Q3 		$691K Sell
15,325
-1,881
-11% -$82.5K 0.01% 801
2024
Q2 		$740K Buy
17,206
+708
+4% +$30K 0.01% 785
2024
Q1 		$706K Sell
16,498
-175,107
-91% -$7.32M 0.01% 739
2023
Q4 		$7.93M Sell
191,605
-54,144
-22% -$2.15M 0.04% 455
2023
Q3 		$9.57M Buy
245,749
+76,212
+45% +$3.05M 0.06% 390
2023
Q2 		$6.85M Sell
169,537
-33,024
-16% -$1.32M 0.04% 457
2023
Q1 		$8.07M Buy
202,561
+7,450
+4% +$293K 0.05% 394
2022
Q4 		$7.42M Sell
195,111
-10,236
-5% -$388K 0.05% 383
2022
Q3 		$7.52M Buy
205,347
+14,717
+8% +$576K 0.06% 343
2022
Q2 		$7.43M Sell
190,630
-1,033,098
-84% -$41.8M 0.06% 339
2022
Q1 		$52.6M Buy
1,223,728
+811,577
+197% +$35.3M 0.36% 55
2021
Q4 		$18.7M Sell
412,151
-878,636
-68% -$39.8M 0.13% 163
2021
Q3 		$57.8M Buy
1,290,787
+1,088,371
+538% +$49.4M 0.48% 41
2021
Q2 		$9.12M Sell
202,416
-933,797
-82% -$41.6M 0.08% 239
2021
Q1 		$49.5M Buy
1,136,213
+127,499
+13% +$5.55M 0.5% 38
2020
Q4 		$43.6M Buy
1,008,714
+966,163
+2,271% +$40.7M 0.49% 39
2020
Q3 		$1.75M Buy
42,551
+780
+2% +$32K 0.02% 470
2020
Q2 		$1.67M Buy
41,771
+3,303
+9% +$127K 0.03% 465
2020
Q1 		$1.41M Sell
38,468
-47,666
-55% -$1.87M 0.03% 397
2019
Q4 		$3.46M Sell
86,134
-140,706
-62% -$5.57M 0.08% 236
2019
Q3 		$8.91M Buy
226,840
+198,400
+698% +$7.73M 0.26% 77
2019
Q2 		$1.11M Buy
28,440
+6,966
+32% +$267K 0.03% 380
2019
Q1 		$817K Buy
21,474
+3,757
+21% +$139K 0.06% 241
2018
Q4 		$632K Buy
17,717
+7,150
+68% +$261K 0.11% 212
2018
Q3 		$400K Buy
10,567
+3,087
+41% +$116K 0.02% 376
2018
Q2 		$281K Sell
7,480
-223
-3% -$8.39K 0.02% 345
2018
Q1 		$291K Sell
7,703
-5,721
-43% -$218K 0.02% 332
2017
Q4 		$511K Buy
13,424
+5,712
+74% +$219K 0.05% 241
2017
Q3 		$293K Buy
7,712
+1,439
+23% +$54K 0.03% 315
2017
Q2 		$234K Buy
+6,273
New +$232K 0.03% 331

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
Morgan Stanley
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
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
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
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AE Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.6% in Q1 2026, selling an estimated $29.2K and leaving 12,586 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1018.

AE Wealth Management first reported a position in AOM in Q2 2017 and has held it in 36 quarters since. The position peaked at $57.8M in Q3 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • AE Wealth Management held 12,586 shares of iShares Core Moderate Allocation ETF worth $596K as of Q1 2026.
  • AE Wealth Management sold 605 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $29.2K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1018 holding.
  • AE Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 36 quarters since.
  • AE Wealth Management's iShares Core Moderate Allocation ETF position peaked at $57.8M in Q3 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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