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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aspiriant LLC's AOM Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core Moderate Allocation ETF (AOM) stake by 9.8% in Q1 2026, buying an estimated $215K and bringing the position to 49,669 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #98.

Aspiriant LLC first reported a position in AOM in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.38M in Q3 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Aspiriant LLC held 49,669 shares of iShares Core Moderate Allocation ETF worth $2.35M as of Q1 2026.
  • Aspiriant LLC bought 4,451 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $215K.
  • iShares Core Moderate Allocation ETF made up 0.07% of Aspiriant LLC's portfolio in Q1 2026, its #98 holding.
  • Aspiriant LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and has held it in 25 quarters since.
  • Aspiriant LLC's iShares Core Moderate Allocation ETF position peaked at $8.38M in Q3 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.