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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
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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Advisor Alliance's AOM Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 6,003 shares worth $284K. The stake represents ﹤0.01% of the portfolio and ranks #1341 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in AOM as recently as Q4 2024.

Independent Advisor Alliance first reported a position in AOM in Q4 2024 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Independent Advisor Alliance held 6,003 shares of iShares Core Moderate Allocation ETF worth $284K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new Independent Advisor Alliance position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1341 holding.
  • Independent Advisor Alliance first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.