Barclays’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Barclays’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
2025 Q4	–	Sell	-5,000	Closed	-$238K	–	5220
2025 Q3	$238K	Hold	5,000	–	–	﹤0.01%	4221
2025 Q2	$230K	Buy	+5,000	New	+$221K	﹤0.01%	4191
2021 Q4	–	Sell	-78,577	Closed	-$3.52M	–	4107
2021 Q3	$3.52M	Sell	78,577 -10,282	-12%	-$466K	﹤0.01%	1875
2021 Q2	$4M	Buy	88,859 +60,680	+215%	+$2.7M	﹤0.01%	1729
2021 Q1	$1.23M	Buy	+28,179	New	+$1.23M	﹤0.01%	2650

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays's AOM Position: Q4 2025 in Review

Barclays sold out of iShares Core Moderate Allocation ETF (AOM) in Q4 2025, closing a stake of 5,000 shares — an estimated $238K sold.

Barclays first reported a position in AOM in Q1 2021 and held it in 5 quarters. The position peaked at $4M in Q2 2021. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Barclays reported no remaining iShares Core Moderate Allocation ETF position as of Q4 2025 after selling out during the quarter.
Barclays sold 5,000 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $238K.
Barclays first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and held it in 5 quarters.
Barclays's iShares Core Moderate Allocation ETF position peaked at $4M in Q2 2021.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Barclays's 13F filing for Q4 2025, filed 13 Feb 2026.