AG
AOM icon

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

Ascent 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
Q2 		$563K Buy
11,287
+1,116
+11% +$54.8K 0.02% 511
2026
Q1 		$482K Buy
10,171
+638
+7% +$30.8K 0.02% 508
2025
Q4 		$455K Hold
9,533
– – 0.02% 513
2025
Q3 		$454K Buy
9,533
+1,292
+16% +$60K 0.02% 525
2025
Q2 		$379K Hold
8,241
– – 0.01% 532
2025
Q1 		$362K Buy
+8,241
New +$363K 0.02% 523

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

Ascent Group's AOM Position: Q2 2026 in Review

Ascent Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 11% in Q2 2026, buying an estimated $54.8K and bringing the position to 11,287 shares worth $563K. The position accounts for 0.02% of the portfolio, ranked #511.

Ascent Group first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Ascent Group held 11,287 shares of iShares Core Moderate Allocation ETF worth $563K as of Q2 2026.
  • Ascent Group bought 1,116 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $54.8K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Ascent Group's portfolio in Q2 2026, its #511 holding.
  • Ascent Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.