GeoWealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

GeoWealth Management’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	$367K	Sell	7,743 -488	-6%	-$23.5K	0.01%	545
2025 Q4	$393K	Sell	8,231 -63	-0.8%	-$3.01K	0.01%	495
2025 Q3	$395K	Sell	8,294 -8,290	-50%	-$385K	0.01%	502
2025 Q2	$763K	Sell	16,584 -17,913	-52%	-$791K	0.03%	311
2025 Q1	$1.51M	Buy	34,497 +1,191	+4%	+$52.4K	0.06%	196
2024 Q4	$1.45M	Buy	33,306 +5,216	+19%	+$231K	0.05%	224
2024 Q3	$1.27M	Buy	28,090 +1,528	+6%	+$67K	0.04%	255
2024 Q2	$1.14M	Buy	26,562 +662	+3%	+$28K	0.05%	241
2024 Q1	$1.11M	Buy	+25,900	New	+$1.08M	0.04%	272
2023 Q3	–	Sell	-30,053	Closed	-$1.21M	–	486
2023 Q2	$1.21M	Buy	+30,053	New	+$1.2M	0.13%	113
2023 Q1	–	Sell	-6,290	Closed	-$239K	–	387
2022 Q4	$239K	Buy	+6,290	New	+$238K	0.03%	224
2022 Q2	–	Sell	-40,731	Closed	-$1.75M	–	335
2022 Q1	$1.75M	Sell	40,731 -164,004	-80%	-$7.14M	0.15%	107
2021 Q4	$9.31M	Buy	+204,735	New	+$9.28M	0.76%	36

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

GeoWealth Management's AOM Position: Q1 2026 in Review

GeoWealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.9% in Q1 2026, selling an estimated $23.5K and leaving 7,743 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #545.

GeoWealth Management first reported a position in AOM in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.31M in Q4 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

GeoWealth Management held 7,743 shares of iShares Core Moderate Allocation ETF worth $367K as of Q1 2026.
GeoWealth Management sold 488 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $23.5K.
iShares Core Moderate Allocation ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #545 holding.
GeoWealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 13 quarters since.
GeoWealth Management's iShares Core Moderate Allocation ETF position peaked at $9.31M in Q4 2021.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.