HUB Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

HUB Investment Partners’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	$1.33M	Sell	26,573 -8,842	-25%	-$434K	0.02%	379
2026 Q1	$1.68M	Sell	35,415 -246,085	-87%	-$11.9M	0.04%	273
2025 Q4	$13.4M	Buy	281,500 +2,532	+0.9%	+$121K	0.35%	57
2025 Q3	$13.3M	Sell	278,968 -1,207	-0.4%	-$56.1K	0.44%	51
2025 Q2	$12.9M	Buy	280,175 +6,346	+2%	+$280K	0.43%	56
2025 Q1	$12M	Buy	273,829 +19,136	+8%	+$842K	0.48%	55
2024 Q4	$11.1M	Buy	254,693 +22,257	+10%	+$987K	0.46%	58
2024 Q3	$10.5M	Buy	232,436 +10,074	+5%	+$442K	0.46%	60
2024 Q2	$9.56M	Buy	222,362 +217,589	+4,559%	+$9.22M	0.36%	61
2024 Q1	$204K	Buy	+4,773	New	+$199K	0.01%	431

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

HUB Investment Partners's AOM Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 25% in Q2 2026, selling an estimated $434K and leaving 26,573 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #379.

HUB Investment Partners first reported a position in AOM in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

HUB Investment Partners held 26,573 shares of iShares Core Moderate Allocation ETF worth $1.33M as of Q2 2026.
HUB Investment Partners sold 8,842 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $434K.
iShares Core Moderate Allocation ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #379 holding.
HUB Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and has held it in 10 quarters since.
HUB Investment Partners's iShares Core Moderate Allocation ETF position peaked at $13.4M in Q4 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.