Cogent Private Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cogent Private Wealth’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	$2.65M	Buy	+53,182	New	+$2.61M	1.66%	18

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

Cogent Private Wealth's AOM Position: Q2 2026 in Review

Cogent Private Wealth opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 53,182 shares worth $2.65M. The stake represents 1.66% of the portfolio and ranks #18 among its holdings.

300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Cogent Private Wealth held 53,182 shares of iShares Core Moderate Allocation ETF worth $2.65M as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Cogent Private Wealth position in Q2 2026.
iShares Core Moderate Allocation ETF made up 1.66% of Cogent Private Wealth's portfolio in Q2 2026, its #18 holding.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Cogent Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.