International Assets Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

International Assets Investment 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	$74.6K	Hold	1,500	–	–	﹤0.01%	1189
2026 Q1	$71.3K	Hold	1,500	–	–	0.01%	1111
2025 Q4	$71.6K	Buy	+1,500	New	+$71.7K	﹤0.01%	1103
2024 Q4	–	Sell	-99,242	Closed	-$2.2K	–	881
2024 Q3	$2.2K	Buy	99,242 +94,042	+1,809%	+$4.12M	0.01%	855
2024 Q2	$224K	Sell	5,200 -34	-0.6%	-$1.44K	0.02%	654
2024 Q1	$223K	Sell	5,234 -1,887	-26%	-$78.8K	0.02%	638
2023 Q4	$296K	Buy	7,121 +1,217	+21%	+$48.2K	0.04%	484
2023 Q3	$229K	Sell	5,904 -851	-13%	-$34K	0.03%	453
2023 Q2	$273K	Buy	+6,755	New	+$270K	0.04%	417
2021 Q2	–	Sell	-2,537	Closed	-$110K	–	571
2021 Q1	$110K	Hold	2,537	–	–	0.01%	683
2020 Q4	$110K	Sell	2,537 -2,905	-53%	-$122K	0.02%	558
2020 Q3	$223K	Buy	5,442 +10	+0.2%	+$410	0.06%	293
2020 Q2	$217K	Buy	+5,432	New	+$210K	0.05%	294

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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

International Assets Investment Management's AOM Position: Q2 2026 in Review

International Assets Investment Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 1,500 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

International Assets Investment Management first reported a position in AOM in Q2 2020 and has held it in 13 quarters since. The position peaked at $296K in Q4 2023. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

International Assets Investment Management held 1,500 shares of iShares Core Moderate Allocation ETF worth $74.6K as of Q2 2026.
International Assets Investment Management left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1189 holding.
International Assets Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and has held it in 13 quarters since.
International Assets Investment Management's iShares Core Moderate Allocation ETF position peaked at $296K in Q4 2023.
238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.