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
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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Central Trust Company's AOM Position: Q1 2026 in Review

Central Trust Company increased its iShares Core Moderate Allocation ETF (AOM) stake by 40% in Q1 2026, buying an estimated $198K and bringing the position to 14,330 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #392.

Central Trust Company first reported a position in AOM in Q2 2017 and has held it in 16 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Central Trust Company held 14,330 shares of iShares Core Moderate Allocation ETF worth $679K as of Q1 2026.
  • Central Trust Company bought 4,101 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $198K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Central Trust Company's portfolio in Q1 2026, its #392 holding.
  • Central Trust Company first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 16 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Central Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.