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

Aquire Wealth 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	$216K	Buy	+4,327	New	+$213K	0.05%	53
2026 Q1	–	Sell	-4,330	Closed	-$207K	–	50
2025 Q4	$207K	Buy	+4,330	New	+$207K	0.05%	48
2022 Q1	–	Sell	-2,864	Closed	-$130K	–	51
2021 Q4	$130K	Buy	+2,864	New	+$130K	0.07%	52

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 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

Aquire Wealth Advisors's AOM Position: Q2 2026 in Review

Aquire Wealth Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 4,327 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #53 among its holdings. This is a return to the name: Aquire Wealth Advisors previously reported a position in AOM as recently as Q4 2025.

Aquire Wealth Advisors first reported a position in AOM in Q4 2021 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Aquire Wealth Advisors held 4,327 shares of iShares Core Moderate Allocation ETF worth $216K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Aquire Wealth Advisors position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.05% of Aquire Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Aquire Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 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 Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.