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

Bogart Wealth 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	$28.2K	Hold	595	–	–	﹤0.01%	630
2025 Q4	$28.4K	Hold	595	–	–	﹤0.01%	593
2025 Q3	$28.3K	Hold	595	–	–	﹤0.01%	578
2025 Q2	$27.4K	Hold	595	–	–	﹤0.01%	567
2025 Q1	$26.1K	Hold	595	–	–	﹤0.01%	526
2024 Q4	$25.8K	Hold	595	–	–	﹤0.01%	529
2024 Q3	$26.8K	Hold	595	–	–	﹤0.01%	506
2024 Q2	$25.6K	Hold	595	–	–	﹤0.01%	503
2024 Q1	$25.5K	Hold	595	–	–	﹤0.01%	474
2023 Q4	$24.7K	Sell	595 -232	-28%	-$9.2K	﹤0.01%	472
2023 Q3	$32.2K	Sell	827 -323	-28%	-$12.9K	﹤0.01%	407
2023 Q2	$46.5K	Hold	1,150	–	–	﹤0.01%	339
2023 Q1	$45.8K	Hold	1,150	–	–	﹤0.01%	330
2022 Q4	$43.7K	Hold	1,150	–	–	﹤0.01%	315
2022 Q3	$42K	Hold	1,150	–	–	﹤0.01%	322
2022 Q2	$45K	Hold	1,150	–	–	﹤0.01%	292
2022 Q1	$49K	Hold	1,150	–	–	﹤0.01%	273
2021 Q4	$52K	Hold	1,150	–	–	﹤0.01%	258
2021 Q3	$51K	Hold	1,150	–	–	0.01%	246
2021 Q2	$52K	Hold	1,150	–	–	0.01%	234
2021 Q1	$50K	Buy	+1,150	New	+$50.1K	0.01%	229

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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

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

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

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

Bogart Wealth LLC's AOM Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 595 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Bogart Wealth LLC first reported a position in AOM in Q1 2021 and has held it in 21 quarters since. The position peaked at $52K in Q4 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Bogart Wealth LLC held 595 shares of iShares Core Moderate Allocation ETF worth $28.2K as of Q1 2026.
Bogart Wealth LLC left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #630 holding.
Bogart Wealth LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 21 quarters since.
Bogart Wealth LLC's iShares Core Moderate Allocation ETF position peaked at $52K in Q4 2021.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.