AmeriFlex Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

AmeriFlex Group’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	$3.93K	Buy	+83	New	+$4K	﹤0.01%	877

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

AmeriFlex Group's AOM Position: Q1 2026 in Review

AmeriFlex Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 83 shares worth $3.93K. The stake represents ﹤0.01% of the portfolio and ranks #877 among its holdings.

293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

AmeriFlex Group held 83 shares of iShares Core Moderate Allocation ETF worth $3.93K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new AmeriFlex Group position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #877 holding.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.