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

Integrity Wealth Solutions’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	$290K	Buy	5,820 +37	+0.6%	+$1.82K	0.11%	98
2026 Q1	$274K	Buy	5,783 +442	+8%	+$21.3K	0.11%	103
2025 Q4	$255K	Buy	5,341 +66	+1%	+$3.15K	0.1%	107
2025 Q3	$251K	Buy	5,275 +809	+18%	+$37.6K	0.11%	102
2025 Q2	$206K	Buy	+4,466	New	+$197K	0.1%	110

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrity Wealth Solutions's AOM Position: Q2 2026 in Review

Integrity Wealth Solutions increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.64% in Q2 2026, buying an estimated $1.82K and bringing the position to 5,820 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #98.

Integrity Wealth Solutions first reported a position in AOM in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Integrity Wealth Solutions held 5,820 shares of iShares Core Moderate Allocation ETF worth $290K as of Q2 2026.
Integrity Wealth Solutions bought 37 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.82K.
iShares Core Moderate Allocation ETF made up 0.11% of Integrity Wealth Solutions's portfolio in Q2 2026, its #98 holding.
Integrity Wealth Solutions first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.