Cliff Asness’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cliff Asness’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	$390K	Hold	7,820	–	–	﹤0.01%	3502
2026 Q1	$370K	Buy	7,820 +792	+11%	+$38.2K	﹤0.01%	3298
2025 Q4	$335K	Hold	7,028	–	–	﹤0.01%	3124
2025 Q3	$334K	Buy	7,028 +2,134	+44%	+$99.2K	﹤0.01%	3026
2025 Q2	$225K	Buy	+4,894	New	+$216K	﹤0.01%	2995

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

Cliff Asness's AOM Position: Q2 2026 in Review

Cliff Asness held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 7,820 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

Cliff Asness first reported a position in AOM in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Cliff Asness held 7,820 shares of iShares Core Moderate Allocation ETF worth $390K as of Q2 2026.
Cliff Asness left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3502 holding.
Cliff Asness first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.