BOS Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BOS Asset 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 Q2	$205K	Buy	+4,115	New	+$202K	0.05%	196
2024 Q4	–	Sell	-4,532	Closed	-$204K	–	163
2024 Q3	$204K	Buy	+4,532	New	+$199K	0.08%	160
2024 Q2	–	Sell	-4,911	Closed	-$210K	–	157
2024 Q1	$210K	Sell	4,911 -40	-0.8%	-$1.67K	0.11%	144
2023 Q4	$206K	Buy	+4,951	New	+$196K	0.14%	147
2023 Q3	–	Sell	-4,951	Closed	-$200K	–	144
2023 Q2	$200K	Buy	+4,951	New	+$198K	0.16%	125
2023 Q1	–	Sell	-6,741	Closed	-$256K	–	126
2022 Q4	$256K	Buy	+6,741	New	+$256K	0.23%	100

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOS Asset Management's AOM Position: Q2 2026 in Review

BOS Asset Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 4,115 shares worth $205K. The stake represents 0.05% of the portfolio and ranks #196 among its holdings. This is a return to the name: BOS Asset Management previously reported a position in AOM as recently as Q3 2024.

BOS Asset Management first reported a position in AOM in Q4 2022 and has held it in 6 quarters since. The position peaked at $256K in Q4 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

BOS Asset Management held 4,115 shares of iShares Core Moderate Allocation ETF worth $205K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new BOS Asset Management position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.05% of BOS Asset Management's portfolio in Q2 2026, its #196 holding.
BOS Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 6 quarters since.
BOS Asset Management's iShares Core Moderate Allocation ETF position peaked at $256K in Q4 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.