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Godshalk Welsh Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Godshalk Welsh Capital 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 		$1.29M Buy
27,224
+5,425
+25% +$262K 0.75% 47
2025
Q4 		$1.04M Buy
21,799
+3,972
+22% +$190K 0.59% 54
2025
Q3 		$848K Buy
17,827
+6
+0% +$279 0.49% 64
2025
Q2 		$820K Buy
17,821
+25
+0.1% +$1.1K 0.51% 65
2025
Q1 		$781K Buy
17,796
+25
+0.1% +$1.1K 0.51% 63
2024
Q4 		$772K Buy
17,771
+200
+1% +$8.87K 0.5% 66
2024
Q3 		$793K Sell
17,571
-393
-2% -$17.2K 0.5% 64
2024
Q2 		$773K Buy
17,964
+54
+0.3% +$2.29K 0.52% 61
2024
Q1 		$766K Buy
17,910
+160
+0.9% +$6.68K 0.51% 59
2023
Q4 		$737K Sell
17,750
-4,695
-21% -$186K 0.53% 62
2023
Q3 		$874K Buy
22,445
+57
+0.3% +$2.28K 0.66% 55
2023
Q2 		$905K Buy
22,388
+2,004
+10% +$80K 0.62% 54
2023
Q1 		$813K Buy
20,384
+4,134
+25% +$162K 0.57% 63
2022
Q4 		$618K Buy
16,250
+3,794
+30% +$144K 0.45% 72
2022
Q3 		$456K Buy
12,456
+1,890
+18% +$74K 0.34% 80
2022
Q2 		$412K Buy
10,566
+603
+6% +$24.4K 0.3% 87
2022
Q1 		$428K Buy
9,963
+700
+8% +$30.5K 0.26% 89
2021
Q4 		$421K Buy
9,263
+557
+6% +$25.3K 0.24% 94
2021
Q3 		$389K Buy
8,706
+100
+1% +$4.54K 0.24% 94
2021
Q2 		$389K Buy
8,606
+106
+1% +$4.72K 0.24% 93
2021
Q1 		$370K Buy
8,500
+125
+1% +$5.44K 0.26% 93
2020
Q4 		$362K Buy
8,375
+300
+4% +$12.6K 0.27% 89
2020
Q3 		$331K Buy
8,075
+875
+12% +$35.9K 0.28% 88
2020
Q2 		$287K Buy
7,200
+150
+2% +$5.79K 0.27% 88
2020
Q1 		$259K Hold
7,050
– – 0.28% 88
2019
Q4 		$283K Buy
7,050
+1,850
+36% +$73.3K 0.23% 98
2019
Q3 		$204K Buy
+5,200
New +$203K 0.18% 104

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Godshalk Welsh Capital Management's AOM Position: Q1 2026 in Review

Godshalk Welsh Capital Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 25% in Q1 2026, buying an estimated $262K and bringing the position to 27,224 shares worth $1.29M. The position accounts for 0.75% of the portfolio, ranked #47.

Godshalk Welsh Capital Management first reported a position in AOM in Q3 2019 and has held it in 27 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Godshalk Welsh Capital Management held 27,224 shares of iShares Core Moderate Allocation ETF worth $1.29M as of Q1 2026.
  • Godshalk Welsh Capital Management bought 5,425 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $262K.
  • iShares Core Moderate Allocation ETF made up 0.75% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #47 holding.
  • Godshalk Welsh Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2019 and has held it in 27 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.