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Eight 31 Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Eight 31 Financial’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 		$988K Sell
20,863
-23
-0.1% -$1.11K 0.6% 29
2025
Q4 		$997K Sell
20,886
-423
-2% -$20.2K 0.55% 29
2025
Q3 		$1.01M Sell
21,309
-208
-1% -$9.67K 0.57% 29
2025
Q2 		$991K Buy
21,517
+231
+1% +$10.2K 0.65% 30
2025
Q1 		$934K Sell
21,286
-93,928
-82% -$4.13M 0.6% 31
2024
Q4 		$5M Sell
115,214
-616
-0.5% -$27.3K 3.76% 6
2024
Q3 		$5.23M Buy
115,830
+2,305
+2% +$101K 4.02% 7
2024
Q2 		$4.88M Buy
113,525
+97,634
+614% +$4.13M 3.72% 6
2024
Q1 		$680K Buy
15,891
+7,763
+96% +$324K 0.42% 50
2023
Q4 		$337K Buy
+8,128
New +$322K 0.21% 69

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

Eight 31 Financial's AOM Position: Q1 2026 in Review

Eight 31 Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.11% in Q1 2026, selling an estimated $1.11K and leaving 20,863 shares worth $988K. The position accounts for 0.6% of the portfolio, ranked #29.

Eight 31 Financial first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.23M in Q3 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Eight 31 Financial held 20,863 shares of iShares Core Moderate Allocation ETF worth $988K as of Q1 2026.
  • Eight 31 Financial sold 23 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.11K.
  • iShares Core Moderate Allocation ETF made up 0.6% of Eight 31 Financial's portfolio in Q1 2026, its #29 holding.
  • Eight 31 Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • Eight 31 Financial's iShares Core Moderate Allocation ETF position peaked at $5.23M in Q3 2024.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Eight 31 Financial's 13F filing for Q1 2026, filed 15 May 2026.