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Claro Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Claro Advisors’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 		$306K Hold
6,450
– – 0.04% 365
2025
Q4 		$308K Buy
6,450
+50
+0.8% +$2.39K 0.04% 323
2025
Q3 		$305K Buy
6,400
+50
+0.8% +$2.32K 0.04% 310
2025
Q2 		$292K Buy
6,350
+50
+0.8% +$2.21K 0.05% 301
2025
Q1 		$276K Buy
6,300
+50
+0.8% +$2.2K 0.04% 407
2024
Q4 		$272K Buy
6,250
+600
+11% +$26.6K 0.04% 380
2024
Q3 		$255K Buy
+5,650
New +$248K 0.03% 421

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

Claro Advisors's AOM Position: Q1 2026 in Review

Claro Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 6,450 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #365.

Claro Advisors first reported a position in AOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Claro Advisors held 6,450 shares of iShares Core Moderate Allocation ETF worth $306K as of Q1 2026.
  • Claro Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #365 holding.
  • Claro Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 7 quarters since.
  • Claro Advisors's iShares Core Moderate Allocation ETF position peaked at $308K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.