AJ Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

AJ Advisors’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	$14.1M	Buy	283,095 +8,229	+3%	+$404K	4.39%	10
2026 Q1	$13M	Buy	274,866 +5,770	+2%	+$278K	4.83%	8
2025 Q4	$12.8M	Buy	+269,096	New	+$12.9M	4.74%	8

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AJ Advisors's AOM Position: Q2 2026 in Review

AJ Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 3% in Q2 2026, buying an estimated $404K and bringing the position to 283,095 shares worth $14.1M. The position accounts for 4.39% of the portfolio, ranked #10.

AJ Advisors first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

AJ Advisors held 283,095 shares of iShares Core Moderate Allocation ETF worth $14.1M as of Q2 2026.
AJ Advisors bought 8,229 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $404K.
iShares Core Moderate Allocation ETF made up 4.39% of AJ Advisors's portfolio in Q2 2026, its #10 holding.
AJ Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.