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

Clearstead 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 		$1.47K Hold
31
– – ﹤0.01% 1963
2025
Q4 		$1.48K Buy
31
+1
+3% +$48 ﹤0.01% 2184
2025
Q3 		$1.45K Hold
30
– – ﹤0.01% 2548
2025
Q2 		$1.39K Hold
30
– – ﹤0.01% 2389
2025
Q1 		$1.32K Buy
+30
New +$1.32K ﹤0.01% 1958

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clearstead Advisors's AOM Position: Q1 2026 in Review

Clearstead Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 31 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Clearstead Advisors first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.48K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Clearstead Advisors held 31 shares of iShares Core Moderate Allocation ETF worth $1.47K as of Q1 2026.
  • Clearstead Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1963 holding.
  • Clearstead Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's iShares Core Moderate Allocation ETF position peaked at $1.48K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.