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Brinker Capital Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Brinker Capital Investments’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 		– Sell
-5,994
Closed -$284K – 1874
2026
Q1 		$284K Buy
5,994
+1,489
+33% +$71.8K ﹤0.01% 1689
2025
Q4 		$215K Buy
+4,505
New +$215K ﹤0.01% 1988
2025
Q1 		– Sell
-10,630
Closed -$462K – 1882
2024
Q4 		$462K Buy
+10,630
New +$471K ﹤0.01% 1378
2024
Q1 		– Sell
-112,171
Closed -$4.62M – 1684
2023
Q4 		$4.62M Buy
+112,171
New +$4.45M 0.05% 321
2023
Q1 		– Sell
-140,084
Closed -$5.32M – 1557
2022
Q4 		$5.32M Buy
140,084
+134,078
+2,232% +$5.08M 0.11% 197
2022
Q3 		$220K Sell
6,006
-29,163
-83% -$1.14M ﹤0.01% 1243
2022
Q2 		$1.37M Sell
35,169
-434,054
-93% -$17.5M 0.03% 628
2022
Q1 		$20.2M Buy
469,223
+454,184
+3,020% +$19.8M 0.31% 62
2021
Q4 		$683K Buy
15,039
+7,530
+100% +$341K 0.01% 963
2021
Q3 		$336K Sell
7,509
-1
-0% -$45 0.01% 1100
2021
Q2 		$338K Sell
7,510
-21,504
-74% -$958K ﹤0.01% 1154
2021
Q1 		$1.26M Buy
29,014
+4,734
+19% +$206K 0.02% 638
2020
Q4 		$1.05M Buy
24,280
+16,769
+223% +$706K 0.02% 677
2020
Q3 		$308K Hold
7,511
– – 0.01% 1007
2020
Q2 		$299K Sell
7,511
-1
-0% -$39 0.01% 284
2020
Q1 		$276K Sell
7,512
-63
-0.8% -$2.47K 0.01% 283
2019
Q4 		$304K Sell
7,575
-909
-11% -$36K 0.01% 290
2019
Q3 		$333K Buy
8,484
+231
+3% +$9K 0.01% 291
2019
Q2 		$322K Sell
8,253
-57
-0.7% -$2.18K 0.01% 329
2019
Q1 		$316K Buy
8,310
+130
+2% +$4.82K 0.01% 309
2018
Q4 		$292K Hold
8,180
– – 0.01% 296
2018
Q3 		$310K Sell
8,180
-382
-4% -$14.4K 0.01% 268
2018
Q2 		$321K Buy
8,562
+29
+0.3% +$1.09K 0.01% 284
2018
Q1 		$322K Buy
8,533
+1,937
+29% +$73.8K 0.01% 273
2017
Q4 		$251K Buy
6,596
+29
+0.4% +$1.11K 0.01% 293
2017
Q3 		$249K Buy
6,567
+6,558
+72,867% +$246K 0.01% 274
2017
Q2 		$0 Buy
+9
New +$332 ﹤0.01% 478

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

Brinker Capital Investments's AOM Position: Q2 2026 in Review

Brinker Capital Investments sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 5,994 shares — an estimated $284K sold.

Brinker Capital Investments first reported a position in AOM in Q2 2017 and held it in 27 quarters. The position peaked at $20.2M in Q1 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Brinker Capital Investments reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 5,994 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $284K.
  • Brinker Capital Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and held it in 27 quarters.
  • Brinker Capital Investments's iShares Core Moderate Allocation ETF position peaked at $20.2M in Q1 2022.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.