Armstrong Fleming & Moore’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Armstrong Fleming & Moore’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	$570K	Hold	12,042	–	–	0.24%	59
2025 Q4	$575K	Hold	12,042	–	–	0.27%	55
2025 Q3	$573K	Hold	12,042	–	–	0.27%	55
2025 Q2	$554K	Buy	+12,042	New	+$532K	0.3%	53
2025 Q1	–	Sell	-13,961	Closed	-$606K	–	82
2024 Q4	$606K	Buy	13,961 +247	+2%	+$11K	0.37%	43
2024 Q3	$619K	Buy	13,714 +107	+0.8%	+$4.69K	0.36%	46
2024 Q2	$585K	Buy	13,607 +70	+0.5%	+$2.96K	0.38%	46
2024 Q1	$579K	Hold	13,537	–	–	0.4%	50
2023 Q4	$562K	Buy	13,537 +219	+2%	+$8.68K	0.42%	45
2023 Q3	$518K	Buy	13,318 +100	+0.8%	+$4K	0.5%	45
2023 Q2	$534K	Buy	+13,218	New	+$528K	0.49%	44

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

Armstrong Fleming & Moore's AOM Position: Q1 2026 in Review

Armstrong Fleming & Moore held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 12,042 shares worth $570K. The position accounts for 0.24% of the portfolio, ranked #59.

Armstrong Fleming & Moore first reported a position in AOM in Q2 2023 and has held it in 11 quarters since. The position peaked at $619K in Q3 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Armstrong Fleming & Moore held 12,042 shares of iShares Core Moderate Allocation ETF worth $570K as of Q1 2026.
Armstrong Fleming & Moore left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.24% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #59 holding.
Armstrong Fleming & Moore first reported a position in iShares Core Moderate Allocation ETF in Q2 2023 and has held it in 11 quarters since.
Armstrong Fleming & Moore's iShares Core Moderate Allocation ETF position peaked at $619K in Q3 2024.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.