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

Ancora 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
2025 Q4	–	Sell	-96	Closed	-$4.57K	–	2434
2025 Q3	$4.57K	Hold	96	–	–	﹤0.01%	1513
2025 Q2	$4.42K	Hold	96	–	–	﹤0.01%	1513
2025 Q1	$4.21K	Hold	96	–	–	﹤0.01%	1454
2024 Q4	$4.17K	Hold	96	–	–	﹤0.01%	1493
2024 Q3	$4.33K	Hold	96	–	–	﹤0.01%	1465
2024 Q2	$4.13K	Hold	96	–	–	﹤0.01%	1475
2024 Q1	$4.11K	Hold	96	–	–	﹤0.01%	1473
2023 Q4	$3.98K	Hold	96	–	–	﹤0.01%	1421
2023 Q3	$3.74K	Hold	96	–	–	﹤0.01%	1425
2023 Q2	$3.88K	Hold	96	–	–	﹤0.01%	1421
2023 Q1	$3.83K	Buy	+96	New	+$3.77K	﹤0.01%	1441

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

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Ancora Advisors's AOM Position: Q4 2025 in Review

Ancora Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 96 shares — an estimated $4.57K sold.

Ancora Advisors first reported a position in AOM in Q1 2023 and held it in 11 quarters. The position peaked at $4.57K in Q3 2025. 286 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Ancora Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
Ancora Advisors sold 96 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $4.57K.
Ancora Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 11 quarters.
Ancora Advisors's iShares Core Moderate Allocation ETF position peaked at $4.57K in Q3 2025.
286 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Ancora Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.