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Columbia River Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Columbia River Financial Group’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 		$215K Buy
+4,549
New +$219K 0.12% 58
2025
Q2 		– Sell
-3,381
Closed -$148K – 54
2025
Q1 		$148K Buy
+3,381
New +$149K 0.1% 59

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

Columbia River Financial Group's AOM Position: Q1 2026 in Review

Columbia River Financial Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 4,549 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #58 among its holdings. This is a return to the name: Columbia River Financial Group previously reported a position in AOM as recently as Q1 2025.

Columbia River Financial Group first reported a position in AOM in Q1 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Columbia River Financial Group held 4,549 shares of iShares Core Moderate Allocation ETF worth $215K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new Columbia River Financial Group position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.12% of Columbia River Financial Group's portfolio in Q1 2026, its #58 holding.
  • Columbia River Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.