GS
AOM icon

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

GWN 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
Q1 		$436K Sell
9,207
-361
-4% -$17.4K 0.08% 272
2025
Q4 		$457K Buy
9,568
+438
+5% +$20.9K 0.09% 238
2025
Q3 		$434K Sell
9,130
-6,351
-41% -$295K 0.1% 221
2025
Q2 		$713K Sell
15,481
-1,458
-9% -$64.4K 0.13% 161
2025
Q1 		$743K Buy
16,939
+8,406
+99% +$370K 0.04% 354
2024
Q4 		$371K Buy
+8,533
New +$378K 0.1% 202

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

GWN Securities's AOM Position: Q1 2026 in Review

GWN Securities reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.8% in Q1 2026, selling an estimated $17.4K and leaving 9,207 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #272.

GWN Securities first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $743K in Q1 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • GWN Securities held 9,207 shares of iShares Core Moderate Allocation ETF worth $436K as of Q1 2026.
  • GWN Securities sold 361 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $17.4K.
  • iShares Core Moderate Allocation ETF made up 0.08% of GWN Securities's portfolio in Q1 2026, its #272 holding.
  • GWN Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's iShares Core Moderate Allocation ETF position peaked at $743K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.