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

Focus Partners Wealth’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	$3.65M	Sell	77,022 -717	-0.9%	-$34.6K	﹤0.01%	1052
2025 Q4	$3.71M	Sell	77,739 -444	-0.6%	-$21.2K	﹤0.01%	1065
2025 Q3	$3.72M	Sell	78,183 -3,581	-4%	-$166K	0.01%	838
2025 Q2	$3.76M	Buy	81,764 +899	+1%	+$39.7K	0.01%	758
2025 Q1	$3.55M	Buy	80,865 +47,544	+143%	+$2.09M	0.01%	724
2024 Q4	$1.45M	Buy	+33,321	New	+$1.48M	﹤0.01%	950
2024 Q3	–	Sell	-67,946	Closed	-$2.94M	–	1574
2024 Q2	$2.94M	Buy	67,946 +34,000	+100%	+$1.44M	0.01%	594
2024 Q1	$1.41M	Buy	+33,946	New	+$1.42M	0.01%	540

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 $270M AUM 15.75% 1-Year Est. Return

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

Focus Partners Wealth's AOM Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.92% in Q1 2026, selling an estimated $34.6K and leaving 77,022 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Focus Partners Wealth first reported a position in AOM in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.76M in Q2 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Focus Partners Wealth held 77,022 shares of iShares Core Moderate Allocation ETF worth $3.65M as of Q1 2026.
Focus Partners Wealth sold 717 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $34.6K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1052 holding.
Focus Partners Wealth first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and has held it in 8 quarters since.
Focus Partners Wealth's iShares Core Moderate Allocation ETF position peaked at $3.76M in Q2 2025.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.