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Coordinated Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Coordinated Financial Services’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 		$233K Buy
4,918
+310
+7% +$14.9K 0.13% 161
2025
Q4 		$220K Buy
+4,608
New +$220K 0.13% 163

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

Coordinated Financial Services's AOM Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 6.7% in Q1 2026, buying an estimated $14.9K and bringing the position to 4,918 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #161.

Coordinated Financial Services first reported a position in AOM in Q4 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Coordinated Financial Services held 4,918 shares of iShares Core Moderate Allocation ETF worth $233K as of Q1 2026.
  • Coordinated Financial Services bought 310 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $14.9K.
  • iShares Core Moderate Allocation ETF made up 0.13% of Coordinated Financial Services's portfolio in Q1 2026, its #161 holding.
  • Coordinated Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.