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GTS Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

GTS Securities’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 		$2.38M Sell
47,720
-92,984
-66% -$4.57M 0.05% 218
2026
Q1 		$6.67M Buy
140,704
+120,166
+585% +$5.8M 0.24% 66
2025
Q4 		$980K Buy
20,538
+15,809
+334% +$756K 0.03% 457
2025
Q3 		$225K Sell
4,729
-36,898
-89% -$1.71M 0.01% 1216
2025
Q2 		$1.92M Buy
41,627
+18,206
+78% +$804K 0.09% 187
2025
Q1 		$1.03M Buy
23,421
+15,693
+203% +$691K 0.04% 374
2024
Q4 		$336K Sell
7,728
-1,103
-12% -$48.9K 0.02% 815
2024
Q3 		$398K Buy
8,831
+3,570
+68% +$157K ﹤0.01% 3035
2024
Q2 		$226K Buy
+5,261
New +$223K ﹤0.01% 3342

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GTS Securities's AOM Position: Q2 2026 in Review

GTS Securities reduced its iShares Core Moderate Allocation ETF (AOM) stake by 66% in Q2 2026, selling an estimated $4.57M and leaving 47,720 shares worth $2.38M. The position accounts for 0.05% of the portfolio, ranked #218.

GTS Securities first reported a position in AOM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.67M in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • GTS Securities held 47,720 shares of iShares Core Moderate Allocation ETF worth $2.38M as of Q2 2026.
  • GTS Securities sold 92,984 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.57M.
  • iShares Core Moderate Allocation ETF made up 0.05% of GTS Securities's portfolio in Q2 2026, its #218 holding.
  • GTS Securities first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • GTS Securities's iShares Core Moderate Allocation ETF position peaked at $6.67M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on GTS Securities's 13F filing for Q2 2026, filed 14 Aug 2026.