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Heirloom Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Heirloom Wealth 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 		$479K Buy
10,106
+1,012
+11% +$48.8K 0.09% 65
2025
Q4 		$434K Buy
9,094
+85
+0.9% +$4.06K 0.1% 34
2025
Q3 		$429K Sell
9,009
-519
-5% -$24.1K 0.1% 33
2025
Q2 		$439K Buy
9,528
+981
+11% +$43.3K 0.12% 34
2025
Q1 		$375K Sell
8,547
-3,303
-28% -$145K 0.11% 33
2024
Q4 		$515K Buy
11,850
+3,910
+49% +$173K 0.15% 31
2024
Q3 		$358K Sell
7,940
-441
-5% -$19.3K 0.11% 35
2024
Q2 		$360K Sell
8,381
-1,546
-16% -$65.5K 0.12% 37
2024
Q1 		$425K Sell
9,927
-646
-6% -$27K 0.14% 37
2023
Q4 		$439K Buy
10,573
+1,116
+12% +$44.2K 0.17% 38
2023
Q3 		$368K Sell
9,457
-845
-8% -$33.8K 0.16% 40
2023
Q2 		$416K Sell
10,302
-1,465
-12% -$58.5K 0.18% 42
2023
Q1 		$469K Buy
11,767
+4,385
+59% +$172K 0.22% 36
2022
Q4 		$281K Buy
+7,382
New +$280K 0.17% 43

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

Heirloom Wealth Management's AOM Position: Q1 2026 in Review

Heirloom Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 11% in Q1 2026, buying an estimated $48.8K and bringing the position to 10,106 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #65.

Heirloom Wealth Management first reported a position in AOM in Q4 2022 and has held it in 14 quarters since. The position peaked at $515K in Q4 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Heirloom Wealth Management held 10,106 shares of iShares Core Moderate Allocation ETF worth $479K as of Q1 2026.
  • Heirloom Wealth Management bought 1,012 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $48.8K.
  • iShares Core Moderate Allocation ETF made up 0.09% of Heirloom Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Heirloom Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 14 quarters since.
  • Heirloom Wealth Management's iShares Core Moderate Allocation ETF position peaked at $515K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.