Creative Planning
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Creative Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Creative Planning’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 		$264K Sell
5,567
-2,017
-27% -$97.3K ﹤0.01% 3522
2025
Q4 		$362K Sell
7,584
-63
-0.8% -$3.01K ﹤0.01% 3106
2025
Q3 		$364K Buy
7,647
+1,445
+23% +$67.2K ﹤0.01% 2997
2025
Q2 		$286K Buy
6,202
+1,258
+25% +$55.6K ﹤0.01% 2939
2025
Q1 		$217K Sell
4,944
-358
-7% -$15.8K ﹤0.01% 2996
2024
Q4 		$230K Sell
5,302
-1,582
-23% -$70.2K ﹤0.01% 2872
2024
Q3 		$311K Buy
+6,884
New +$302K ﹤0.01% 2491
2019
Q1 		– Sell
-9,193
Closed -$328K – 1982
2018
Q4 		$328K Buy
+9,193
New +$335K ﹤0.01% 1183
2017
Q3 		– Sell
-10,570
Closed -$394K – 1971
2017
Q2 		$394K Buy
10,570
+10,000
+1,754% +$369K ﹤0.01% 1145
2017
Q1 		$21K Hold
570
– – ﹤0.01% 3086
2016
Q4 		$20K Sell
570
-465
-45% -$16.4K ﹤0.01% 3073
2016
Q3 		$37K Buy
1,035
+11
+1% +$394 ﹤0.01% 2589
2016
Q2 		$36K Sell
1,024
-287
-22% -$10K ﹤0.01% 2362
2016
Q1 		$46K Buy
1,311
+27
+2% +$909 ﹤0.01% 2154
2015
Q4 		$44K Sell
1,284
-494
-28% -$17K ﹤0.01% 2205
2015
Q3 		$60K Buy
+1,778
New +$61.4K ﹤0.01% 1905
2015
Q2 		– Sell
-1,692
Closed -$60K – 1190
2015
Q1 		$60K Buy
1,692
+357
+27% +$12.6K ﹤0.01% 1887
2014
Q4 		$47K Hold
1,335
– – ﹤0.01% 2041
2014
Q3 		$47K Buy
1,335
+630
+89% +$22.3K ﹤0.01% 1962
2014
Q2 		$25K Buy
705
+112
+19% +$3.93K ﹤0.01% 2349
2014
Q1 		$21K Hold
593
– – ﹤0.01% 2323
2013
Q4 		$20K Buy
593
+251
+73% +$8.51K ﹤0.01% 2177
2013
Q3 		$11K Buy
342
+272
+389% +$8.96K ﹤0.01% 2396
2013
Q2 		$2K Buy
+70
New +$2.31K ﹤0.01% 2807

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

Creative Planning's AOM Position: Q1 2026 in Review

Creative Planning reduced its iShares Core Moderate Allocation ETF (AOM) stake by 27% in Q1 2026, selling an estimated $97.3K and leaving 5,567 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #3522.

Creative Planning first reported a position in AOM in Q2 2013 and has held it in 24 quarters since. The position peaked at $394K in Q2 2017. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Creative Planning held 5,567 shares of iShares Core Moderate Allocation ETF worth $264K as of Q1 2026.
  • Creative Planning sold 2,017 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $97.3K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3522 holding.
  • Creative Planning first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 24 quarters since.
  • Creative Planning's iShares Core Moderate Allocation ETF position peaked at $394K in Q2 2017.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.