CTC
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Central Trust Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Central Trust Company’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 		$586K Sell
11,754
-2,576
-18% -$127K 0.01% 438
2026
Q1 		$679K Buy
14,330
+4,101
+40% +$198K 0.01% 392
2025
Q4 		$488K Buy
10,229
+1,074
+12% +$51.3K 0.01% 431
2025
Q3 		$436K Sell
9,155
-962
-10% -$44.7K 0.01% 446
2025
Q2 		$466K Sell
10,117
-886
-8% -$39.1K 0.01% 428
2025
Q1 		$483K Buy
11,003
+2,198
+25% +$96.7K 0.01% 411
2024
Q4 		$382K Sell
8,805
-781
-8% -$34.6K 0.01% 454
2024
Q3 		$432K Buy
9,586
+816
+9% +$35.8K 0.01% 431
2024
Q2 		$377K Sell
8,770
-654
-7% -$27.7K 0.01% 445
2024
Q1 		$403K Buy
9,424
+4,809
+104% +$201K 0.01% 449
2023
Q4 		$192K Buy
4,615
+585
+15% +$23.2K 0.01% 560
2023
Q3 		$157K Buy
+4,030
New +$161K ﹤0.01% 585
2020
Q1 		– Sell
-379
Closed -$15K – 1133
2019
Q4 		$15K Buy
+379
New +$15K ﹤0.01% 874
2019
Q3 		– Sell
-150
Closed -$6K – 1148
2019
Q2 		$6K Buy
+150
New +$5.74K ﹤0.01% 1018
2018
Q1 		– Sell
-818
Closed -$31K – 1263
2017
Q4 		$31K Hold
818
– – ﹤0.01% 781
2017
Q3 		$31K Sell
818
-264
-24% -$9.91K ﹤0.01% 761
2017
Q2 		$40K Buy
+1,082
New +$40K ﹤0.01% 728

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

Central Trust Company's AOM Position: Q2 2026 in Review

Central Trust Company reduced its iShares Core Moderate Allocation ETF (AOM) stake by 18% in Q2 2026, selling an estimated $127K and leaving 11,754 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #438.

Central Trust Company first reported a position in AOM in Q2 2017 and has held it in 17 quarters since. The position peaked at $679K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Central Trust Company held 11,754 shares of iShares Core Moderate Allocation ETF worth $586K as of Q2 2026.
  • Central Trust Company sold 2,576 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $127K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Central Trust Company's portfolio in Q2 2026, its #438 holding.
  • Central Trust Company first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 17 quarters since.
  • Central Trust Company's iShares Core Moderate Allocation ETF position peaked at $679K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.