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 Q2	$273K	Sell	5,466 -185	-3%	-$9.09K	﹤0.01%	1061
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 $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Advisor Solutions's AOM Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.3% in Q2 2026, selling an estimated $9.09K and leaving 5,466 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Focus Partners Advisor Solutions first reported a position in AOM in Q4 2022 and has held it in 9 quarters since. The position peaked at $320K in Q3 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Focus Partners Advisor Solutions held 5,466 shares of iShares Core Moderate Allocation ETF worth $273K as of Q2 2026.
Focus Partners Advisor Solutions sold 185 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $9.09K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1061 holding.
Focus Partners Advisor Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's iShares Core Moderate Allocation ETF position peaked at $320K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.