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 Q2	$1.55K	Hold	31	–	–	﹤0.01%	2568
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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Clearstead Advisors's AOM Position: Q2 2026 in Review

Clearstead Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 31 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

Clearstead Advisors first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Clearstead Advisors held 31 shares of iShares Core Moderate Allocation ETF worth $1.55K as of Q2 2026.
Clearstead Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2568 holding.
Clearstead Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.