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

Institute for 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 		$5.49K Buy
+110
New +$5.4K ﹤0.01% 1441

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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's AOM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 110 shares worth $5.49K. The stake represents ﹤0.01% of the portfolio and ranks #1441 among its holdings.

203 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Institute for Wealth Management held 110 shares of iShares Core Moderate Allocation ETF worth $5.49K as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1441 holding.
  • 203 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.