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Denver Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Denver Wealth Management’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 		$1.71M Buy
36,049
+16,201
+82% +$781K 0.59% 25
2025
Q4 		$947K Buy
19,848
+4,420
+29% +$211K 0.34% 35
2025
Q3 		$734K Buy
+15,428
New +$717K 0.27% 39

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

Denver Wealth Management's AOM Position: Q1 2026 in Review

Denver Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 82% in Q1 2026, buying an estimated $781K and bringing the position to 36,049 shares worth $1.71M. The position accounts for 0.59% of the portfolio, ranked #25.

Denver Wealth Management first reported a position in AOM in Q3 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Denver Wealth Management held 36,049 shares of iShares Core Moderate Allocation ETF worth $1.71M as of Q1 2026.
  • Denver Wealth Management bought 16,201 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $781K.
  • iShares Core Moderate Allocation ETF made up 0.59% of Denver Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Denver Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.