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Integrated Wealth Concepts’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Integrated Wealth Concepts’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 		$1.13M Buy
23,798
+6,849
+40% +$330K 0.01% 1040
2025
Q4 		$809K Buy
16,949
+120
+0.7% +$5.74K 0.01% 868
2025
Q3 		$801K Sell
16,829
-2,490
-13% -$116K 0.01% 1104
2025
Q2 		$889K Buy
19,319
+12,184
+171% +$538K 0.01% 990
2025
Q1 		$313K Sell
7,135
-3,614
-34% -$159K ﹤0.01% 1395
2024
Q4 		$467K Buy
10,749
+954
+10% +$42.3K 0.01% 1157
2024
Q3 		$442K Buy
9,795
+193
+2% +$8.46K 0.01% 1139
2024
Q2 		$413K Sell
9,602
-738
-7% -$31.3K 0.01% 1143
2024
Q1 		$442K Buy
10,340
+1,407
+16% +$58.8K 0.01% 1107
2023
Q4 		$371K Sell
8,933
-122
-1% -$4.84K 0.01% 1143
2023
Q3 		$353K Sell
9,055
-2,398
-21% -$95.8K 0.01% 1150
2023
Q2 		$463K Sell
11,453
-347
-3% -$13.9K 0.01% 1014
2023
Q1 		$470K Buy
11,800
+151
+1% +$5.93K 0.01% 871
2022
Q4 		$443K Sell
11,649
-271
-2% -$10.3K 0.01% 690
2022
Q3 		$436K Sell
11,920
-1,740
-13% -$68.2K 0.01% 632
2022
Q2 		$532K Sell
13,660
-1,255
-8% -$50.7K 0.02% 585
2022
Q1 		$641K Sell
14,915
-5,617
-27% -$245K 0.02% 513
2021
Q4 		$934K Buy
20,532
+991
+5% +$44.9K 0.03% 445
2021
Q3 		$874K Buy
19,541
+712
+4% +$32.3K 0.03% 432
2021
Q2 		$848K Buy
18,829
+918
+5% +$40.9K 0.03% 397
2021
Q1 		$780K Buy
17,911
+13,240
+283% +$576K 0.03% 351
2020
Q4 		$202K Buy
+4,671
New +$197K 0.01% 599

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

Integrated Wealth Concepts's AOM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Core Moderate Allocation ETF (AOM) stake by 40% in Q1 2026, buying an estimated $330K and bringing the position to 23,798 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1040.

Integrated Wealth Concepts first reported a position in AOM in Q4 2020 and has held it in 22 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Integrated Wealth Concepts held 23,798 shares of iShares Core Moderate Allocation ETF worth $1.13M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,849 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $330K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1040 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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