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Investment Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Investment Advisory Group’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 		$7.07M Buy
149,318
+4,115
+3% +$198K 1.8% 10
2025
Q4 		$6.93M Buy
145,203
+4,569
+3% +$218K 1.78% 10
2025
Q3 		$6.69M Sell
140,634
-227
-0.2% -$10.5K 1.82% 10
2025
Q2 		$6.49M Buy
140,861
+4,795
+4% +$212K 1.96% 9
2025
Q1 		$5.97M Buy
136,066
+1,752
+1% +$77.1K 2% 11
2024
Q4 		$5.83M Buy
134,314
+3,934
+3% +$174K 1.95% 11
2024
Q3 		$5.88M Buy
130,380
+1,855
+1% +$81.3K 2.04% 11
2024
Q2 		$5.53M Sell
128,525
-447
-0.3% -$18.9K 2.14% 11
2024
Q1 		$5.52M Buy
128,972
+8,790
+7% +$367K 2.28% 9
2023
Q4 		$4.99M Buy
120,182
+4,533
+4% +$180K 2.29% 10
2023
Q3 		$4.5M Buy
115,649
+3,471
+3% +$139K 2.34% 10
2023
Q2 		$4.53M Buy
112,178
+2,053
+2% +$82K 2.32% 10
2023
Q1 		$4.39M Buy
110,125
+1,781
+2% +$70K 2.52% 10
2022
Q4 		$4.12M Sell
108,344
-637
-0.6% -$24.1K 2.53% 9
2022
Q3 		$3.99M Buy
108,981
+1,035
+1% +$40.5K 2.77% 9
2022
Q2 		$4.2M Sell
107,946
-842
-0.8% -$34K 2.86% 8
2022
Q1 		$4.68M Buy
108,788
+1,399
+1% +$60.9K 2.84% 9
2021
Q4 		$4.7M Buy
+107,389
New +$4.87M 3.01% 9

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

Investment Advisory Group's AOM Position: Q1 2026 in Review

Investment Advisory Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.8% in Q1 2026, buying an estimated $198K and bringing the position to 149,318 shares worth $7.07M. The position accounts for 1.8% of the portfolio, ranked #10.

Investment Advisory Group first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Investment Advisory Group held 149,318 shares of iShares Core Moderate Allocation ETF worth $7.07M as of Q1 2026.
  • Investment Advisory Group bought 4,115 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $198K.
  • iShares Core Moderate Allocation ETF made up 1.8% of Investment Advisory Group's portfolio in Q1 2026, its #10 holding.
  • Investment Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.