Bank of Montreal
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Bank of Montreal’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bank of Montreal’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 		$231K Sell
4,633
-5,558
-55% -$273K ﹤0.01% 2918
2026
Q1 		$483K Buy
10,191
+3,721
+58% +$179K ﹤0.01% 2415
2025
Q4 		$309K Buy
6,470
+238
+4% +$11.4K ﹤0.01% 2573
2025
Q3 		$297K Buy
6,232
+95
+2% +$4.42K ﹤0.01% 2530
2025
Q2 		$283K Sell
6,137
-840
-12% -$37.1K ﹤0.01% 2606
2025
Q1 		$306K Sell
6,977
-237
-3% -$10.4K ﹤0.01% 2503
2024
Q4 		$313K Buy
7,214
+575
+9% +$25.5K ﹤0.01% 2521
2024
Q3 		$300K Sell
6,639
-94
-1% -$4.12K ﹤0.01% 2771
2024
Q2 		$291K Buy
6,733
+5
+0.1% +$212 ﹤0.01% 2755
2024
Q1 		$288K Buy
6,728
+1,484
+28% +$62K ﹤0.01% 2809
2023
Q4 		$218K Buy
5,244
+5
+0.1% +$198 ﹤0.01% 3078
2023
Q3 		$210K Sell
5,239
-1,770
-25% -$70.7K ﹤0.01% 3042
2023
Q2 		$284K Buy
7,009
+1,336
+24% +$53.3K ﹤0.01% 2987
2023
Q1 		$226K Sell
5,673
-1,126
-17% -$44.2K ﹤0.01% 2942
2022
Q4 		$265K Buy
6,799
+100
+1% +$3.79K ﹤0.01% 2988
2022
Q3 		$262K Buy
6,699
+389
+6% +$15.2K ﹤0.01% 3024
2022
Q2 		$247K Sell
6,310
-190
-3% -$7.68K ﹤0.01% 3127
2022
Q1 		$281K Sell
6,500
-884
-12% -$38.5K ﹤0.01% 3229
2021
Q4 		$337K Sell
7,384
-793
-10% -$36K ﹤0.01% 2658
2021
Q3 		$370K Buy
8,177
+55
+0.7% +$2.49K ﹤0.01% 3034
2021
Q2 		$366K Buy
8,122
+6,796
+513% +$303K ﹤0.01% 2988
2021
Q1 		$58K Buy
1,326
+512
+63% +$22.3K ﹤0.01% 3630
2020
Q4 		$35K Sell
814
-20
-2% -$842 ﹤0.01% 4126
2020
Q3 		$34K Hold
834
– – ﹤0.01% 3584
2020
Q2 		$33K Buy
+834
New +$32.2K ﹤0.01% 3616
2017
Q2 		– Sell
-150
Closed -$5K – 4133
2017
Q1 		$5K Buy
+150
New +$5.39K ﹤0.01% 3693
2015
Q2 		– Sell
-520
Closed -$19K – 3921
2015
Q1 		$19K Hold
520
– – ﹤0.01% 3279
2014
Q4 		$18K Hold
520
– – ﹤0.01% 3380
2014
Q3 		$18K Sell
520
-600
-54% -$21.2K ﹤0.01% 3489
2014
Q2 		$40K Buy
+1,120
New +$39.3K ﹤0.01% 3299

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

Bank of Montreal's AOM Position: Q2 2026 in Review

Bank of Montreal reduced its iShares Core Moderate Allocation ETF (AOM) stake by 55% in Q2 2026, selling an estimated $273K and leaving 4,633 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Bank of Montreal first reported a position in AOM in Q2 2014 and has held it in 30 quarters since. The position peaked at $483K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Bank of Montreal held 4,633 shares of iShares Core Moderate Allocation ETF worth $231K as of Q2 2026.
  • Bank of Montreal sold 5,558 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $273K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2918 holding.
  • Bank of Montreal first reported a position in iShares Core Moderate Allocation ETF in Q2 2014 and has held it in 30 quarters since.
  • Bank of Montreal's iShares Core Moderate Allocation ETF position peaked at $483K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.