Focus Partners Advisor Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Focus Partners Advisor Solutions’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	$268K	Buy	+5,651	New	+$273K	﹤0.01%	1027
2025 Q3	–	Sell	-6,607	Closed	-$304K	–	1138
2025 Q2	$304K	Buy	6,607 +10	+0.2%	+$442	﹤0.01%	858
2025 Q1	$289K	Buy	6,597 +1,788	+37%	+$78.7K	﹤0.01%	766
2024 Q4	$209K	Sell	4,809 -2,282	-32%	-$101K	﹤0.01%	722
2024 Q3	$320K	Sell	7,091 -54	-0.8%	-$2.37K	0.01%	551
2024 Q2	$307K	Buy	+7,145	New	+$303K	0.01%	479
2023 Q2	–	Sell	-5,138	Closed	-$205K	–	380
2023 Q1	$205K	Sell	5,138 -163	-3%	-$6.41K	0.01%	333
2022 Q4	$202K	Buy	+5,301	New	+$201K	0.02%	322

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions's AOM Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 5,651 shares worth $268K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in AOM as recently as Q2 2025.

Focus Partners Advisor Solutions first reported a position in AOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $320K in Q3 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Focus Partners Advisor Solutions held 5,651 shares of iShares Core Moderate Allocation ETF worth $268K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new Focus Partners Advisor Solutions position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1027 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 8 quarters since.
Focus Partners Advisor Solutions's iShares Core Moderate Allocation ETF position peaked at $320K in Q3 2024.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.