High Note Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

High Note Wealth’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	$31	Hold	1	–	–	﹤0.01%	930
2025 Q4	$31	Hold	1	–	–	﹤0.01%	906
2025 Q3	$31	Hold	1	–	–	﹤0.01%	863
2025 Q2	$30	Hold	1	–	–	﹤0.01%	871
2025 Q1	$28	Hold	1	–	–	﹤0.01%	877
2024 Q4	$28	Buy	+1	New	+$44	﹤0.01%	893

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

High Note Wealth's AOM Position: Q1 2026 in Review

High Note Wealth held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 1 share worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #930.

High Note Wealth first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

High Note Wealth held 1 share of iShares Core Moderate Allocation ETF worth $31 as of Q1 2026.
High Note Wealth left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #930 holding.
High Note Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.