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Gladstone Institutional Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-7,772
Closed -$371K – 833
2025
Q4 		$371K Sell
7,772
-185
-2% -$8.84K 0.01% 575
2025
Q3 		$379K Sell
7,957
-236
-3% -$11K 0.01% 590
2025
Q2 		$377K Sell
8,193
-1,558
-16% -$68.8K 0.02% 567
2025
Q1 		$428K Buy
9,751
+304
+3% +$13.4K 0.02% 504
2024
Q4 		$410K Buy
+9,447
New +$419K 0.02% 517

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gladstone Institutional Advisory's AOM Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 7,772 shares — an estimated $371K sold.

Gladstone Institutional Advisory first reported a position in AOM in Q4 2024 and held it in 5 quarters. The position peaked at $428K in Q1 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 7,772 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $371K.
  • Gladstone Institutional Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 5 quarters.
  • Gladstone Institutional Advisory's iShares Core Moderate Allocation ETF position peaked at $428K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.