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 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	$39	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 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

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

IHT Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 7,944 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #928.

IHT Wealth Management first reported a position in AOM in Q4 2016 and has held it in 17 quarters since. The position peaked at $682K in Q3 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

IHT Wealth Management held 7,944 shares of iShares Core Moderate Allocation ETF worth $376K as of Q1 2026.
IHT Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #928 holding.
IHT Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 17 quarters since.
IHT Wealth Management's iShares Core Moderate Allocation ETF position peaked at $682K in Q3 2024.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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