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Integrity Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Integrity Financial’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 		$541K Buy
11,426
+32
+0.3% +$1.54K 0.27% 80
2025
Q4 		$544K Sell
11,394
-31
-0.3% -$1.48K 0.28% 72
2025
Q3 		$544K Sell
11,425
-1,037
-8% -$48.2K 0.26% 81
2025
Q2 		$574K Sell
12,462
-821
-6% -$36.3K 0.29% 79
2025
Q1 		$583K Sell
13,283
-174
-1% -$7.66K 0.33% 66
2024
Q4 		$585K Buy
13,457
+39
+0.3% +$1.73K 0.34% 66
2024
Q3 		$605K Sell
13,418
-885
-6% -$38.8K 0.36% 65
2024
Q2 		$615K Sell
14,303
-439
-3% -$18.6K 0.38% 58
2024
Q1 		$631K Sell
14,742
-698
-5% -$29.2K 0.43% 53
2023
Q4 		$641K Sell
15,440
-496
-3% -$19.7K 0.46% 47
2023
Q3 		$620K Buy
15,936
+165
+1% +$6.59K 0.47% 49
2023
Q2 		$637K Sell
15,771
-1,466
-9% -$58.5K 0.46% 49
2023
Q1 		$687K Sell
17,237
-1,429
-8% -$56.2K 0.56% 46
2022
Q4 		$709K Sell
18,666
-787
-4% -$29.8K 0.67% 35
2022
Q3 		$712K Sell
19,453
-1,668
-8% -$65.3K 0.75% 34
2022
Q2 		$823K Sell
21,121
-458
-2% -$18.5K 0.78% 33
2022
Q1 		$927K Buy
21,579
+696
+3% +$30.3K 0.76% 33
2021
Q4 		$950K Buy
+20,883
New +$947K 0.7% 36

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 $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrity Financial's AOM Position: Q1 2026 in Review

Integrity Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.28% in Q1 2026, buying an estimated $1.54K and bringing the position to 11,426 shares worth $541K. The position accounts for 0.27% of the portfolio, ranked #80.

Integrity Financial first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $950K in Q4 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Integrity Financial held 11,426 shares of iShares Core Moderate Allocation ETF worth $541K as of Q1 2026.
  • Integrity Financial bought 32 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.54K.
  • iShares Core Moderate Allocation ETF made up 0.27% of Integrity Financial's portfolio in Q1 2026, its #80 holding.
  • Integrity Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • Integrity Financial's iShares Core Moderate Allocation ETF position peaked at $950K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.