JWCA
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J.W. Cole Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

J.W. Cole Advisors’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 		– Sell
-27,858
Closed -$1.11M – 800
2025
Q4 		$1.11M Buy
27,858
+3,202
+13% +$153K 0.03% 601
2025
Q3 		$1.17M Sell
24,656
-4,605
-16% -$214K 0.02% 661
2025
Q2 		$1.35M Buy
29,261
+3,246
+12% +$143K 0.03% 561
2025
Q1 		$1.14M Buy
26,015
+16,366
+170% +$720K 0.04% 495
2024
Q4 		$419K Sell
9,649
-3,396
-26% -$151K 0.02% 666
2024
Q3 		$588K Sell
13,045
-1,521
-10% -$66.7K 0.02% 545
2024
Q2 		$626K Buy
14,566
+501
+4% +$21.2K 0.03% 464
2024
Q1 		$602K Sell
14,065
-3,965
-22% -$166K 0.03% 477
2023
Q4 		$748K Sell
18,030
-1,737
-9% -$68.9K 0.04% 362
2023
Q3 		$770K Sell
19,767
-429
-2% -$17.1K 0.06% 301
2023
Q2 		$816K Sell
20,196
-87,523
-81% -$3.49M 0.06% 304
2023
Q1 		$4.29M Buy
107,719
+87,460
+432% +$3.44M 0.31% 76
2022
Q4 		$770K Sell
20,259
-13,784
-40% -$523K 0.06% 319
2022
Q3 		$1.25M Buy
34,043
+12,691
+59% +$497K 0.1% 219
2022
Q2 		$832K Buy
21,352
+3,602
+20% +$146K 0.07% 292
2022
Q1 		$763K Buy
17,750
+170
+1% +$7.4K 0.05% 343
2021
Q4 		$799K Buy
+17,580
New +$797K 0.05% 344
2021
Q3 		– Sell
-16,785
Closed -$756K – 488
2021
Q2 		$756K Buy
16,785
+5,020
+43% +$224K 0.06% 331
2021
Q1 		$512K Buy
11,765
+6,410
+120% +$279K 0.05% 383
2020
Q4 		$231K Sell
5,355
-27,668
-84% -$1.16M 0.02% 558
2020
Q3 		$1.36M Buy
+33,023
New +$1.35M 0.1% 205
2020
Q1 		– Sell
-24,907
Closed -$1M – 123
2019
Q4 		$1M Buy
+24,907
New +$987K 0.13% 185

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

J.W. Cole Advisors's AOM Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 27,858 shares — an estimated $1.11M sold.

J.W. Cole Advisors first reported a position in AOM in Q4 2019 and held it in 22 quarters. The position peaked at $4.29M in Q1 2023. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 27,858 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.11M.
  • J.W. Cole Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and held it in 22 quarters.
  • J.W. Cole Advisors's iShares Core Moderate Allocation ETF position peaked at $4.29M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.