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

IHT 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
Q2 		– Sell
-7,944
Closed -$376K – 1243
2026
Q1 		$376K Hold
7,944
– – 0.01% 928
2025
Q4 		$379K Buy
7,944
+4
+0.1% +$191 0.01% 876
2025
Q3 		$378K Buy
7,940
+2
+0% +$93 0.01% 835
2025
Q2 		$365K Sell
7,938
-599
-7% -$26.5K 0.01% 810
2025
Q1 		$375K Sell
8,537
-102
-1% -$4.49K 0.01% 772
2024
Q4 		$375K Sell
8,639
-6,484
-43% -$288K 0.01% 786
2024
Q3 		$682K Buy
15,123
+6,020
+66% +$264K 0.02% 618
2024
Q2 		$392K Buy
9,103
+1
+0% +$42 0.01% 713
2024
Q1 		$389K Sell
9,102
-623
-6% -$26K 0.02% 713
2023
Q4 		$404K Buy
+9,725
New +$385K 0.02% 673
2021
Q4 		– Sell
-4,690
Closed -$210K – 807
2021
Q3 		$210K Buy
+4,690
New +$213K 0.02% 721
2018
Q2 		– Sell
-356
Closed -$13K – 460
2018
Q1 		$13K Hold
356
– – ﹤0.01% 1101
2017
Q4 		$14K Hold
356
– – ﹤0.01% 1082
2017
Q3 		$13K Sell
356
-34,883
-99% -$1.31M 0.01% 878
2017
Q2 		$39K Buy
35,239
+34,868
+9,398% +$1.29M 0.02% 571
2017
Q1 		$17K Buy
371
+15
+4% +$539 0.01% 694
2016
Q4 		$13K Buy
+356
New +$12.6K 0.01% 741

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IHT Wealth Management's AOM Position: Q2 2026 in Review

IHT Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 7,944 shares — an estimated $376K sold.

IHT Wealth Management first reported a position in AOM in Q4 2016 and held it in 17 quarters. The position peaked at $682K in Q3 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • IHT Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • IHT Wealth Management sold 7,944 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $376K.
  • IHT Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and held it in 17 quarters.
  • IHT Wealth Management's iShares Core Moderate Allocation ETF position peaked at $682K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.