Fidelity Investments
AOM icon

Fidelity Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fidelity Investments’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 		$223K Buy
4,713
+482
+11% +$23.2K ﹤0.01% 3452
2025
Q4 		$202K Buy
4,231
+429
+11% +$20.5K ﹤0.01% 3433
2025
Q3 		$181K Sell
3,802
-65
-2% -$3.02K ﹤0.01% 3393
2025
Q2 		$178K Buy
3,867
+918
+31% +$40.6K ﹤0.01% 3351
2025
Q1 		$129K Buy
2,949
+1,383
+88% +$60.9K ﹤0.01% 3446
2024
Q4 		$68K Buy
+1,566
New +$69.5K ﹤0.01% 3701
2024
Q2 		– Sell
-1
Closed -$43 – 5354
2024
Q1 		$43 Hold
1
– – ﹤0.01% 5058
2023
Q4 		$42 Sell
1
-246
-100% -$9.75K ﹤0.01% 5053
2023
Q3 		$9.62K Buy
247
+1
+0.4% +$40 ﹤0.01% 4123
2023
Q2 		$9.94K Sell
246
-1
-0.4% -$40 ﹤0.01% 4142
2023
Q1 		$9.85K Sell
247
-121
-33% -$4.75K ﹤0.01% 4137
2022
Q4 		$14K Sell
368
-1
-0.3% -$38 ﹤0.01% 3901
2022
Q3 		$13K Sell
369
-120
-25% -$4.7K ﹤0.01% 3984
2022
Q2 		$19K Sell
489
-909
-65% -$36.7K ﹤0.01% 3891
2022
Q1 		$60K Sell
1,398
-364
-21% -$15.9K ﹤0.01% 3610
2021
Q4 		$80K Buy
1,762
+10
+0.6% +$453 ﹤0.01% 3134
2021
Q3 		$78K Buy
1,752
+2
+0.1% +$91 ﹤0.01% 3124
2021
Q2 		$79K Buy
1,750
+5
+0.3% +$223 ﹤0.01% 3073
2021
Q1 		$76K Buy
1,745
+471
+37% +$20.5K ﹤0.01% 2962
2020
Q4 		$55K Buy
+1,274
New +$53.6K ﹤0.01% 2981
2020
Q2 		– Sell
-1
Closed – – 3555
2020
Q1 		$0 Hold
1
– – ﹤0.01% 3595
2019
Q4 		$0 Buy
+1
New +$40 ﹤0.01% 3756
2019
Q3 		– Sell
-6
Closed – – 3751
2019
Q2 		$0 Buy
6
+5
+500% +$191 ﹤0.01% 3713
2019
Q1 		$0 Hold
1
– – ﹤0.01% 3582
2018
Q4 		$0 Sell
1
-228
-100% -$8.31K ﹤0.01% 3502
2018
Q3 		$9K Buy
+229
New +$8.64K ﹤0.01% 3145
2016
Q3 		– Sell
-8,570
Closed -$301K – 2648
2016
Q2 		$301K Buy
+8,570
New +$299K ﹤0.01% 2592

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 $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments's AOM Position: Q1 2026 in Review

Fidelity Investments increased its iShares Core Moderate Allocation ETF (AOM) stake by 11% in Q1 2026, buying an estimated $23.2K and bringing the position to 4,713 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Fidelity Investments first reported a position in AOM in Q2 2016 and has held it in 27 quarters since. The position peaked at $301K in Q2 2016. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Fidelity Investments held 4,713 shares of iShares Core Moderate Allocation ETF worth $223K as of Q1 2026.
  • Fidelity Investments bought 482 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $23.2K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3452 holding.
  • Fidelity Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 27 quarters since.
  • Fidelity Investments's iShares Core Moderate Allocation ETF position peaked at $301K in Q2 2016.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.