Ashton Thomas Private Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ashton Thomas Private Wealth’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	$18.2K	Buy	364 +2	+0.6%	+$98	﹤0.01%	1452
2026 Q1	$17.1K	Buy	+362	New	+$17.5K	﹤0.01%	1365
2024 Q3	–	Sell	-676	Closed	-$29.1K	–	680
2024 Q2	$29.1K	Buy	+676	New	+$28.6K	﹤0.01%	1061
2022 Q2	–	Sell	-6,855	Closed	-$295K	–	449
2022 Q1	$295K	Hold	6,855	–	–	0.03%	413
2021 Q4	$312K	Hold	6,855	–	–	0.03%	385
2021 Q3	$307K	Buy	6,855 +60	+0.9%	+$2.72K	0.04%	302
2021 Q2	$306K	Buy	+6,795	New	+$303K	0.05%	289
2021 Q1	–	Sell	-8,323	Closed	-$360K	–	299
2020 Q4	$360K	Buy	8,323 +1,303	+19%	+$54.9K	0.07%	255
2020 Q3	$288K	Buy	7,020 +1,188	+20%	+$48.7K	0.07%	226
2020 Q2	$233K	Buy	+5,832	New	+$225K	0.07%	213

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

Ashton Thomas Private Wealth's AOM Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.55% in Q2 2026, buying an estimated $98 and bringing the position to 364 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Ashton Thomas Private Wealth first reported a position in AOM in Q2 2020 and has held it in 10 quarters since. The position peaked at $360K in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Ashton Thomas Private Wealth held 364 shares of iShares Core Moderate Allocation ETF worth $18.2K as of Q2 2026.
Ashton Thomas Private Wealth bought 2 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $98.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1452 holding.
Ashton Thomas Private Wealth first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and has held it in 10 quarters since.
Ashton Thomas Private Wealth's iShares Core Moderate Allocation ETF position peaked at $360K in Q4 2020.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.