Ellenbecker Investment Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ellenbecker Investment 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	$3.85M	Buy	81,189 +2,597	+3%	+$125K	0.52%	19
2025 Q4	$3.75M	Buy	78,592 +22,109	+39%	+$1.06M	0.52%	19
2025 Q3	$2.69M	Buy	56,483 +6,492	+13%	+$302K	0.4%	21
2025 Q2	$2.3M	Buy	49,991 +597	+1%	+$26.4K	0.37%	22
2025 Q1	$2.17M	Buy	49,394 +141	+0.3%	+$6.21K	0.39%	25
2024 Q4	$2.14M	Buy	49,253 +9,685	+24%	+$430K	0.38%	24
2024 Q3	$1.78M	Buy	39,568 +1,606	+4%	+$70.4K	0.34%	31
2024 Q2	$1.63M	Buy	37,962 +10,621	+39%	+$450K	0.33%	30
2024 Q1	$1.17M	Buy	27,341 +2,672	+11%	+$112K	0.25%	36
2023 Q4	$1.02M	Buy	24,669 +6,877	+39%	+$273K	0.24%	36
2023 Q3	$692K	Buy	17,792 +4,882	+38%	+$195K	0.18%	50
2023 Q2	$521K	Buy	12,910 +21	+0.2%	+$838	0.13%	54
2023 Q1	$513K	Buy	12,889 +630	+5%	+$24.8K	0.14%	54
2022 Q4	$465K	Sell	12,259 -3,690	-23%	-$140K	0.14%	52
2022 Q3	$583K	Buy	15,949 +148	+0.9%	+$5.8K	0.18%	40
2022 Q2	$615K	Buy	15,801 +2,094	+15%	+$84.6K	0.19%	39
2022 Q1	$589K	Buy	13,707 +2,319	+20%	+$101K	0.17%	39
2021 Q4	$517K	Buy	+11,388	New	+$516K	0.14%	43

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellenbecker Investment Group's AOM Position: Q1 2026 in Review

Ellenbecker Investment Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.3% in Q1 2026, buying an estimated $125K and bringing the position to 81,189 shares worth $3.85M. The position accounts for 0.52% of the portfolio, ranked #19.

Ellenbecker Investment Group first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Ellenbecker Investment Group held 81,189 shares of iShares Core Moderate Allocation ETF worth $3.85M as of Q1 2026.
Ellenbecker Investment Group bought 2,597 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $125K.
iShares Core Moderate Allocation ETF made up 0.52% of Ellenbecker Investment Group's portfolio in Q1 2026, its #19 holding.
Ellenbecker Investment Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.