AF
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Allworth Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Allworth Financial’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 		$179K Sell
3,592
-355
-9% -$17.4K ﹤0.01% 1550
2026
Q1 		$187K Buy
3,947
+219
+6% +$10.6K ﹤0.01% 1449
2025
Q4 		$178K Buy
3,728
+742
+25% +$35.5K ﹤0.01% 1400
2025
Q3 		$142K Sell
2,986
-301
-9% -$14K ﹤0.01% 1472
2025
Q2 		$151K Sell
3,287
-76
-2% -$3.36K ﹤0.01% 1310
2025
Q1 		$146K Sell
3,363
-76
-2% -$3.35K ﹤0.01% 1061
2024
Q4 		$151K Sell
3,439
-1
-0% -$44 ﹤0.01% 1064
2024
Q3 		$155K Buy
3,440
+166
+5% +$7.28K ﹤0.01% 904
2024
Q2 		$141K Sell
3,274
-2,904
-47% -$123K ﹤0.01% 931
2024
Q1 		$264K Buy
6,178
+1,432
+30% +$59.8K ﹤0.01% 702
2023
Q4 		$197K Sell
4,746
-274
-5% -$10.9K ﹤0.01% 735
2023
Q3 		$195K Sell
5,020
-338
-6% -$13.5K ﹤0.01% 691
2023
Q2 		$217K Buy
5,358
+88
+2% +$3.51K ﹤0.01% 676
2023
Q1 		$210K Sell
5,270
-31
-0.6% -$1.22K ﹤0.01% 642
2022
Q4 		$201K Buy
5,301
+1,553
+41% +$58.9K ﹤0.01% 627
2022
Q3 		$137K Buy
3,748
+1,482
+65% +$58K ﹤0.01% 682
2022
Q2 		$88K Buy
2,266
+471
+26% +$19K ﹤0.01% 750
2022
Q1 		$77K Buy
1,795
+107
+6% +$4.66K ﹤0.01% 782
2021
Q4 		$77K Sell
1,688
-28
-2% -$1.27K ﹤0.01% 736
2021
Q3 		$77K Buy
1,716
+154
+10% +$6.98K ﹤0.01% 676
2021
Q2 		$70K Sell
1,562
-260
-14% -$11.6K ﹤0.01% 544
2021
Q1 		$79K Sell
1,822
-2,841
-61% -$124K ﹤0.01% 484
2020
Q4 		$201K Buy
+4,663
New +$196K 0.01% 276

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

Allworth Financial's AOM Position: Q2 2026 in Review

Allworth Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 9% in Q2 2026, selling an estimated $17.4K and leaving 3,592 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Allworth Financial first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $264K in Q1 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Allworth Financial held 3,592 shares of iShares Core Moderate Allocation ETF worth $179K as of Q2 2026.
  • Allworth Financial sold 355 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1550 holding.
  • Allworth Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • Allworth Financial's iShares Core Moderate Allocation ETF position peaked at $264K in Q1 2024.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.