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Foundations Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Foundations Investment 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
Q2 		$28.8M Buy
576,705
+16,714
+3% +$821K 0.3% 77
2026
Q1 		$26.5M Buy
559,991
+28,373
+5% +$1.37M 0.33% 78
2025
Q4 		$25.4M Buy
531,618
+23,938
+5% +$1.14M 0.33% 71
2025
Q3 		$24.2M Buy
507,680
+4,793
+1% +$223K 0.35% 66
2025
Q2 		$23.2M Buy
502,887
+75,933
+18% +$3.35M 0.37% 67
2025
Q1 		$18.7M Buy
426,954
+69,958
+20% +$3.08M 0.35% 69
2024
Q4 		$15.5M Buy
356,996
+52,973
+17% +$2.35M 0.3% 77
2024
Q3 		$13.7M Buy
304,023
+30,870
+11% +$1.35M 0.29% 79
2024
Q2 		$11.7M Buy
+273,153
New +$11.6M 0.29% 77
2024
Q1 		– Sell
-19,612
Closed -$820K – 704
2023
Q4 		$820K Buy
19,612
+2,017
+11% +$80K 0.02% 342
2023
Q3 		$685K Buy
+17,595
New +$703K 0.02% 336
2021
Q3 		– Sell
-4,799
Closed -$217K – 314
2021
Q2 		$217K Hold
4,799
– – 0.01% 275
2021
Q1 		$211K Buy
+4,799
New +$209K 0.01% 209
2020
Q3 		– Sell
-5,140
Closed -$205K – 168
2020
Q2 		$205K Buy
+5,140
New +$198K 0.02% 159
2019
Q3 		– Sell
-41,625
Closed -$1.63M – 133
2019
Q2 		$1.63M Sell
41,625
-94
-0.2% -$3.6K 0.24% 36
2019
Q1 		$1.59M Buy
41,719
+9,690
+30% +$359K 0.28% 24
2018
Q4 		$1.19M Buy
32,029
+22,066
+221% +$805K 0.25% 26
2018
Q3 		$377K Buy
+9,963
New +$376K 0.09% 74

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
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
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foundations Investment Advisors's AOM Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 3% in Q2 2026, buying an estimated $821K and bringing the position to 576,705 shares worth $28.8M. The position accounts for 0.3% of the portfolio, ranked #77.

Foundations Investment Advisors first reported a position in AOM in Q3 2018 and has held it in 18 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Foundations Investment Advisors held 576,705 shares of iShares Core Moderate Allocation ETF worth $28.8M as of Q2 2026.
  • Foundations Investment Advisors bought 16,714 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $821K.
  • iShares Core Moderate Allocation ETF made up 0.3% of Foundations Investment Advisors's portfolio in Q2 2026, its #77 holding.
  • Foundations Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2018 and has held it in 18 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.