Enclave Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Enclave Advisors’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 Q2	$2.25M	Sell	45,013 -1,240	-3%	-$60.9K	0.28%	54
2026 Q1	$2.19M	Sell	46,253 -1,092	-2%	-$52.7K	0.3%	55
2025 Q4	$2.26M	Sell	47,345 -626	-1%	-$29.9K	0.32%	51
2025 Q3	$2.28M	Buy	+47,971	New	+$2.23M	0.35%	41

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Enclave Advisors's AOM Position: Q2 2026 in Review

Enclave Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.7% in Q2 2026, selling an estimated $60.9K and leaving 45,013 shares worth $2.25M. The position accounts for 0.28% of the portfolio, ranked #54.

Enclave Advisors first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Enclave Advisors held 45,013 shares of iShares Core Moderate Allocation ETF worth $2.25M as of Q2 2026.
Enclave Advisors sold 1,240 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $60.9K.
iShares Core Moderate Allocation ETF made up 0.28% of Enclave Advisors's portfolio in Q2 2026, its #54 holding.
Enclave Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
Enclave Advisors's iShares Core Moderate Allocation ETF position peaked at $2.28M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.