IAA
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Independent Advisor Alliance’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Independent Advisor Alliance’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
-6,003
Closed -$284K – 1066
2026
Q1 		$284K Buy
+6,003
New +$290K ﹤0.01% 1341
2025
Q1 		– Sell
-5,911
Closed -$257K – 822
2024
Q4 		$257K Buy
+5,911
New +$262K ﹤0.01% 1196

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

Independent Advisor Alliance's AOM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 6,003 shares — an estimated $284K sold.

Independent Advisor Alliance first reported a position in AOM in Q4 2024 and held it in 2 quarters. The position peaked at $284K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 6,003 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $284K.
  • Independent Advisor Alliance first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Core Moderate Allocation ETF position peaked at $284K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.