Hanover Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Hanover Advisors’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	$1.18M	Sell	23,569 -9,127	-28%	-$448K	0.42%	33
2026 Q1	$1.55M	Sell	32,696 -46,055	-58%	-$2.22M	0.63%	18
2025 Q4	$3.76M	Sell	78,751 -46,992	-37%	-$2.25M	1.46%	12
2025 Q3	$5.98M	Buy	125,743 +119,853	+2,035%	+$5.57M	2.32%	10
2025 Q2	$271K	Buy	+5,890	New	+$260K	0.11%	80

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

Hanover Advisors's AOM Position: Q2 2026 in Review

Hanover Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 28% in Q2 2026, selling an estimated $448K and leaving 23,569 shares worth $1.18M. The position accounts for 0.42% of the portfolio, ranked #33.

Hanover Advisors first reported a position in AOM in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.98M in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Hanover Advisors held 23,569 shares of iShares Core Moderate Allocation ETF worth $1.18M as of Q2 2026.
Hanover Advisors sold 9,127 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $448K.
iShares Core Moderate Allocation ETF made up 0.42% of Hanover Advisors's portfolio in Q2 2026, its #33 holding.
Hanover Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 5 quarters since.
Hanover Advisors's iShares Core Moderate Allocation ETF position peaked at $5.98M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.