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

Flagship Harbor 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
Q1 		– Sell
-587
Closed -$28K – 800
2025
Q4 		$28K Buy
+587
New +$28.1K ﹤0.01% 1228
2025
Q1 		– Sell
-18,059
Closed -$784K – 748
2024
Q4 		$784K Buy
18,059
+221
+1% +$9.8K 0.04% 325
2024
Q3 		$805K Sell
17,838
-228
-1% -$10K 0.04% 307
2024
Q2 		$777K Sell
18,066
-884
-5% -$37.4K 0.05% 306
2024
Q1 		$811K Buy
18,950
+2,527
+15% +$106K 0.05% 278
2023
Q4 		$682K Sell
16,423
-1,907
-10% -$75.6K 0.05% 295
2023
Q3 		$714K Sell
18,330
-471
-3% -$18.8K 0.06% 256
2023
Q2 		$760K Sell
18,801
-930
-5% -$37.1K 0.06% 255
2023
Q1 		$786K Buy
19,731
+1,492
+8% +$58.6K 0.07% 257
2022
Q4 		$693K Buy
18,239
+10,569
+138% +$401K 0.07% 266
2022
Q3 		$281K Buy
7,670
+1,119
+17% +$43.8K 0.03% 458
2022
Q2 		$255K Buy
6,551
+618
+10% +$25K 0.03% 500
2022
Q1 		$255K Sell
5,933
-1,784
-23% -$77.7K 0.02% 526
2021
Q4 		$351K Buy
7,717
+3,166
+70% +$144K 0.03% 460
2021
Q3 		$205K Hold
4,551
– – 0.02% 604
2021
Q2 		$205K Buy
+4,551
New +$203K 0.02% 605
2021
Q1 		– Sell
-7,199
Closed -$311K – 632
2020
Q4 		$311K Sell
7,199
-300
-4% -$12.6K 0.04% 414
2020
Q3 		$307K Buy
7,499
+3,420
+84% +$140K 0.04% 360
2020
Q2 		$162K Buy
4,079
+1,800
+79% +$69.5K 0.02% 510
2020
Q1 		$84K Sell
2,279
-5,000
-69% -$196K 0.02% 604
2019
Q4 		$292K Hold
7,279
– – 0.05% 350
2019
Q3 		$285K Hold
7,279
– – 0.06% 330
2019
Q2 		$284K Buy
7,279
+1,970
+37% +$75.4K 0.06% 318
2019
Q1 		$202K Buy
5,309
+3,000
+130% +$111K 0.04% 391
2018
Q4 		$82K Buy
2,309
+253
+12% +$9.23K 0.02% 567
2018
Q3 		$78K Hold
2,056
– – 0.01% 664
2018
Q2 		$77K Buy
+2,056
New +$77.4K 0.02% 659

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Flagship Harbor Advisors's AOM Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 587 shares — an estimated $28K sold.

Flagship Harbor Advisors first reported a position in AOM in Q2 2018 and held it in 27 quarters. The position peaked at $811K in Q1 2024. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 587 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $28K.
  • Flagship Harbor Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and held it in 27 quarters.
  • Flagship Harbor Advisors's iShares Core Moderate Allocation ETF position peaked at $811K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.