Envestnet Asset Management
AOM icon

Envestnet Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Envestnet Asset 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
Q2 		$3.75M Sell
75,237
-5,423
-7% -$266K ﹤0.01% 2684
2026
Q1 		$3.82M Buy
80,660
+5,356
+7% +$258K ﹤0.01% 2531
2025
Q4 		$3.59M Buy
75,304
+2,156
+3% +$103K ﹤0.01% 2410
2025
Q3 		$3.48M Sell
73,148
-20,273
-22% -$942K ﹤0.01% 2504
2025
Q2 		$4.3M Buy
93,421
+12,509
+15% +$553K ﹤0.01% 2290
2025
Q1 		$3.55M Buy
80,912
+39,058
+93% +$1.72M ﹤0.01% 2363
2024
Q4 		$1.82M Buy
41,854
+367
+0.9% +$16.3K ﹤0.01% 2756
2024
Q3 		$1.87M Buy
41,487
+16,968
+69% +$744K ﹤0.01% 2703
2024
Q2 		$1.05M Buy
24,519
+598
+2% +$25.3K ﹤0.01% 3010
2024
Q1 		$1.02M Sell
23,921
-6,440
-21% -$269K ﹤0.01% 3016
2023
Q4 		$1.26M Sell
30,361
-13,057
-30% -$518K ﹤0.01% 2762
2023
Q3 		$1.69M Sell
43,418
-1,366
-3% -$54.6K ﹤0.01% 2463
2023
Q2 		$1.81M Sell
44,784
-2,059
-4% -$82.2K ﹤0.01% 2342
2023
Q1 		$1.87M Sell
46,843
-8,410
-15% -$330K ﹤0.01% 2245
2022
Q4 		$2.1M Buy
55,253
+10,411
+23% +$395K ﹤0.01% 2128
2022
Q3 		$1.64M Buy
44,842
+2,830
+7% +$111K ﹤0.01% 2200
2022
Q2 		$1.64M Sell
42,012
-21,554
-34% -$871K ﹤0.01% 2233
2022
Q1 		$2.73M Sell
63,566
-18,033
-22% -$785K ﹤0.01% 2012
2021
Q4 		$3.71M Sell
81,599
-6,398
-7% -$290K ﹤0.01% 1763
2021
Q3 		$3.94M Sell
87,997
-12,759
-13% -$579K ﹤0.01% 1675
2021
Q2 		$4.54M Buy
100,756
+6,733
+7% +$300K ﹤0.01% 1580
2021
Q1 		$4.09M Buy
94,023
+43,625
+87% +$1.9M ﹤0.01% 1532
2020
Q4 		$2.18M Buy
50,398
+14,023
+39% +$590K ﹤0.01% 1706
2020
Q3 		$1.49M Buy
36,375
+20,388
+128% +$836K ﹤0.01% 1785
2020
Q2 		$637K Sell
15,987
-21,754
-58% -$839K ﹤0.01% 2258
2020
Q1 		$1.39M Buy
37,741
+17,225
+84% +$675K ﹤0.01% 1620
2019
Q4 		$823K Sell
20,516
-2,330
-10% -$92.3K ﹤0.01% 2149
2019
Q3 		$898K Buy
22,846
+6,897
+43% +$269K ﹤0.01% 2016
2019
Q2 		$622K Buy
15,949
+978
+7% +$37.4K ﹤0.01% 2258
2019
Q1 		$570K Sell
14,971
-28,762
-66% -$1.07M ﹤0.01% 2265
2018
Q4 		$1.56M Buy
+43,733
New +$1.59M ﹤0.01% 1469
2018
Q3 		– Sell
-10,308
Closed -$387K – 1307
2018
Q2 		$387K Buy
10,308
+888
+9% +$33.4K ﹤0.01% 1414
2018
Q1 		$352K Buy
9,420
+727
+8% +$27.7K ﹤0.01% 1348
2017
Q4 		$331K Buy
8,693
+646
+8% +$24.7K ﹤0.01% 1658
2017
Q3 		$306K Buy
8,047
+2,180
+37% +$81.9K ﹤0.01% 1664
2017
Q2 		$219K Buy
5,867
+2
+0% +$74 ﹤0.01% 1843
2017
Q1 		$213K Sell
5,865
-10,424
-64% -$374K ﹤0.01% 1899
2016
Q4 		$573K Buy
16,289
+10,881
+201% +$385K ﹤0.01% 1436
2016
Q3 		$195K Sell
5,408
-891
-14% -$31.9K ﹤0.01% 2025
2016
Q2 		$222K Sell
6,299
-1,889
-23% -$66K ﹤0.01% 2038
2016
Q1 		$285K Sell
8,188
-19,385
-70% -$652K ﹤0.01% 1886
2015
Q4 		$939K Buy
27,573
+22,813
+479% +$787K ﹤0.01% 1322
2015
Q3 		$161K Buy
+4,760
New +$164K ﹤0.01% 2129
2015
Q1 		– Sell
-137
Closed -$5K – 2032
2014
Q4 		$5K Sell
137
-519
-79% -$18.2K ﹤0.01% 2120
2014
Q3 		$23K Buy
656
+655
+65,500% +$23.2K ﹤0.01% 1811
2014
Q2 		$0 Hold
1
– – ﹤0.01% 2702
2014
Q1 		$0 Hold
1
– – ﹤0.01% 2537
2013
Q4 		$0 Hold
1
– – ﹤0.01% 2443
2013
Q3 		$0 Hold
1
– – ﹤0.01% 2397
2013
Q2 		$0 Buy
+1
New +$33 ﹤0.01% 2333

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management's AOM Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.7% in Q2 2026, selling an estimated $266K and leaving 75,237 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Envestnet Asset Management first reported a position in AOM in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.54M in Q2 2021. 166 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Envestnet Asset Management held 75,237 shares of iShares Core Moderate Allocation ETF worth $3.75M as of Q2 2026.
  • Envestnet Asset Management sold 5,423 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $266K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2684 holding.
  • Envestnet Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 50 quarters since.
  • Envestnet Asset Management's iShares Core Moderate Allocation ETF position peaked at $4.54M in Q2 2021.
  • 166 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.