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 Q2	$395K	Buy	7,916 +173	+2%	+$8.5K	0.01%	565
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 $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

GeoWealth Management's AOM Position: Q2 2026 in Review

GeoWealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q2 2026, buying an estimated $8.5K and bringing the position to 7,916 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #565.

GeoWealth Management first reported a position in AOM in Q4 2021 and has held it in 14 quarters since. The position peaked at $9.31M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

GeoWealth Management held 7,916 shares of iShares Core Moderate Allocation ETF worth $395K as of Q2 2026.
GeoWealth Management bought 173 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $8.5K.
iShares Core Moderate Allocation ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #565 holding.
GeoWealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 14 quarters since.
GeoWealth Management's iShares Core Moderate Allocation ETF position peaked at $9.31M in Q4 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.