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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
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
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 Wealth Solutions's AOM Position: Q1 2026 in Review

Integrity Wealth Solutions increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.3% in Q1 2026, buying an estimated $21.3K and bringing the position to 5,783 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #103.

Integrity Wealth Solutions first reported a position in AOM in Q2 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Integrity Wealth Solutions held 5,783 shares of iShares Core Moderate Allocation ETF worth $274K as of Q1 2026.
  • Integrity Wealth Solutions bought 442 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $21.3K.
  • iShares Core Moderate Allocation ETF made up 0.11% of Integrity Wealth Solutions's portfolio in Q1 2026, its #103 holding.
  • Integrity Wealth Solutions first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Integrity Wealth Solutions's 13F filing for Q1 2026, filed 4 May 2026.