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 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 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

Brinker Capital Investments's AOM Position: Q1 2026 in Review

Brinker Capital Investments increased its iShares Core Moderate Allocation ETF (AOM) stake by 33% in Q1 2026, buying an estimated $71.8K and bringing the position to 5,994 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Brinker Capital Investments first reported a position in AOM in Q2 2017 and has held it in 27 quarters since. The position peaked at $20.2M in Q1 2022. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Brinker Capital Investments held 5,994 shares of iShares Core Moderate Allocation ETF worth $284K as of Q1 2026.
Brinker Capital Investments bought 1,489 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $71.8K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1689 holding.
Brinker Capital Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 27 quarters since.
Brinker Capital Investments's iShares Core Moderate Allocation ETF position peaked at $20.2M in Q1 2022.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.