IMA Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
IMA Advisory Services's AOM Position: Q1 2026 in Review
IMA Advisory Services held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 3,192 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #189.
IMA Advisory Services first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $498K in Q2 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- IMA Advisory Services held 3,192 shares of iShares Core Moderate Allocation ETF worth $151K as of Q1 2026.
- IMA Advisory Services left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
- iShares Core Moderate Allocation ETF made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #189 holding.
- IMA Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
- IMA Advisory Services's iShares Core Moderate Allocation ETF position peaked at $498K in Q2 2025.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.