Jim Saulnier & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Jim Saulnier & Associates’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	$2.69M	Buy	56,738 +8,971	+19%	+$433K	1.31%	23
2025 Q4	$2.28M	Buy	47,767 +14,180	+42%	+$678K	1.18%	20
2025 Q3	$1.6M	Buy	33,587 +5,936	+21%	+$276K	0.89%	25
2025 Q2	$1.27M	Sell	27,651 -854	-3%	-$37.7K	0.87%	29
2025 Q1	$1.25M	Hold	28,505	–	–	0.97%	29
2024 Q4	$1.24M	Buy	28,505 +886	+3%	+$39.3K	1.07%	26
2024 Q3	$1.25M	Buy	+27,619	New	+$1.21M	1.22%	19

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

Jim Saulnier & Associates's AOM Position: Q1 2026 in Review

Jim Saulnier & Associates increased its iShares Core Moderate Allocation ETF (AOM) stake by 19% in Q1 2026, buying an estimated $433K and bringing the position to 56,738 shares worth $2.69M. The position accounts for 1.31% of the portfolio, ranked #23.

Jim Saulnier & Associates first reported a position in AOM in Q3 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Jim Saulnier & Associates held 56,738 shares of iShares Core Moderate Allocation ETF worth $2.69M as of Q1 2026.
Jim Saulnier & Associates bought 8,971 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $433K.
iShares Core Moderate Allocation ETF made up 1.31% of Jim Saulnier & Associates's portfolio in Q1 2026, its #23 holding.
Jim Saulnier & Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.