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

Evolution 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
Q2 		$123K Sell
2,469
-52
-2% -$2.56K 0.07% 176
2026
Q1 		$119K Buy
2,521
+2,402
+2,018% +$116K 0.09% 157
2025
Q4 		$5.68K Buy
+119
New +$5.69K ﹤0.01% 529

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evolution Wealth Management's AOM Position: Q2 2026 in Review

Evolution Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.1% in Q2 2026, selling an estimated $2.56K and leaving 2,469 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #176.

Evolution Wealth Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Evolution Wealth Management held 2,469 shares of iShares Core Moderate Allocation ETF worth $123K as of Q2 2026.
  • Evolution Wealth Management sold 52 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.56K.
  • iShares Core Moderate Allocation ETF made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Evolution Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.