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Beaird Harris Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-300
Closed – – 688
2025
Q4 		$0 Buy
+300
New +$14.3K ﹤0.01% 708

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 $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaird Harris Wealth Management's AOM Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 300 shares.

Beaird Harris Wealth Management first reported a position in AOM in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 300 iShares Core Moderate Allocation ETF shares in Q1 2026.
  • Beaird Harris Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares Core Moderate Allocation ETF position peaked at $0 in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.