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Aspiriant LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aspiriant LLC’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 		$2.48M Hold
49,669
– – 0.06% 98
2026
Q1 		$2.35M Buy
49,669
+4,451
+10% +$215K 0.07% 98
2025
Q4 		$2.16M Hold
45,218
– – 0.06% 103
2025
Q3 		$2.15M Buy
45,218
+6,431
+17% +$299K 0.07% 96
2025
Q2 		$1.79M Buy
38,787
+9,158
+31% +$405K 0.06% 110
2025
Q1 		$1.3M Hold
29,629
– – 0.05% 124
2024
Q4 		$1.29M Sell
29,629
-1,498
-5% -$66.4K 0.05% 126
2024
Q3 		$1.4M Hold
31,127
– – 0.05% 117
2024
Q2 		$1.34M Sell
31,127
-26,999
-46% -$1.14M 0.05% 118
2024
Q1 		$2.49M Sell
58,126
-3,844
-6% -$161K 0.1% 88
2023
Q4 		$2.57M Buy
61,970
+237
+0.4% +$9.39K 0.12% 79
2023
Q3 		$2.4M Hold
61,733
– – 0.12% 80
2023
Q2 		$2.49M Sell
61,733
-509
-0.8% -$20.3K 0.13% 80
2023
Q1 		$2.48M Sell
62,242
-2,460
-4% -$96.7K 0.13% 79
2022
Q4 		$2.46M Sell
64,702
-18,369
-22% -$696K 0.13% 75
2022
Q3 		$3.04M Buy
83,071
+8,560
+11% +$335K 0.15% 63
2022
Q2 		$2.9M Sell
74,511
-107,202
-59% -$4.33M 0.14% 64
2022
Q1 		$7.81M Buy
181,713
+8,058
+5% +$351K 0.43% 36
2021
Q4 		$7.9M Sell
173,655
-13,731
-7% -$623K 0.42% 32
2021
Q3 		$8.38M Buy
187,386
+4,862
+3% +$221K 0.49% 27
2021
Q2 		$8.22M Hold
182,524
– – 0.47% 27
2021
Q1 		$7.95M Sell
182,524
-462
-0.3% -$20.1K 0.51% 27
2020
Q4 		$7.9M Sell
182,986
-8,374
-4% -$353K 0.54% 25
2020
Q3 		$7.86M Sell
191,360
-9,553
-5% -$392K 0.61% 26
2020
Q2 		$8.01M Buy
200,913
+184,588
+1,131% +$7.12M 0.74% 23
2020
Q1 		$600K Buy
+16,325
New +$639K 0.06% 111

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

Aspiriant LLC's AOM Position: Q2 2026 in Review

Aspiriant LLC held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 49,669 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #98.

Aspiriant LLC first reported a position in AOM in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.38M in Q3 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Aspiriant LLC held 49,669 shares of iShares Core Moderate Allocation ETF worth $2.48M as of Q2 2026.
  • Aspiriant LLC left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.06% of Aspiriant LLC's portfolio in Q2 2026, its #98 holding.
  • Aspiriant LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and has held it in 26 quarters since.
  • Aspiriant LLC's iShares Core Moderate Allocation ETF position peaked at $8.38M in Q3 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.