Founders Financial Alliance’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Founders Financial Alliance’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	$94.9K	Hold	1,903	–	–	0.01%	506
2026 Q1	$90.1K	Hold	1,903	–	–	0.02%	462
2025 Q4	$90.8K	Sell	1,903 -55	-3%	-$2.63K	0.02%	400
2025 Q3	$93.2K	Hold	1,958	–	–	0.02%	442
2025 Q2	$90.1K	Hold	1,958	–	–	0.02%	355
2025 Q1	$85.9K	Sell	1,958 -3	-0.2%	-$132	0.02%	396
2024 Q4	$85.2K	Sell	1,961 -1,034	-35%	-$45.9K	0.02%	337
2024 Q3	$135K	Sell	2,995 -132	-4%	-$5.79K	0.04%	309
2024 Q2	$135K	Sell	3,127 -362	-10%	-$15.3K	0.04%	299
2024 Q1	$149K	Sell	3,489 -2,349	-40%	-$98.1K	0.04%	292
2023 Q4	$242K	Hold	5,838	–	–	0.09%	209
2023 Q3	$227K	Hold	5,838	–	–	0.1%	201
2023 Q2	$236K	Hold	5,838	–	–	0.09%	229
2023 Q1	$233K	Hold	5,838	–	–	0.12%	183
2022 Q4	$222K	Sell	5,838 -1,000	-15%	-$37.9K	0.1%	207
2022 Q3	$250K	Hold	6,838	–	–	0.13%	177
2022 Q2	$266K	Hold	6,838	–	–	0.13%	166
2022 Q1	$294K	Hold	6,838	–	–	0.13%	157
2021 Q4	$311K	Sell	6,838 -350	-5%	-$15.9K	0.13%	177
2021 Q3	$322K	Hold	7,188	–	–	0.15%	150
2021 Q2	$325K	Buy	7,188 +350	+5%	+$15.6K	0.15%	159
2021 Q1	$302K	Buy	6,838 +65	+1%	+$2.83K	0.15%	159
2020 Q4	$292K	Hold	6,773	–	–	0.17%	138
2020 Q3	$278K	Buy	+6,773	New	+$278K	0.17%	118

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

Founders Financial Alliance's AOM Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 1,903 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #506.

Founders Financial Alliance first reported a position in AOM in Q3 2020 and has held it in 24 quarters since. The position peaked at $325K in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Founders Financial Alliance held 1,903 shares of iShares Core Moderate Allocation ETF worth $94.9K as of Q2 2026.
Founders Financial Alliance left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #506 holding.
Founders Financial Alliance first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 24 quarters since.
Founders Financial Alliance's iShares Core Moderate Allocation ETF position peaked at $325K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.