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 Q2	$3.1M	Buy	62,051 +5,313	+9%	+$261K	1.25%	15
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 $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jim Saulnier & Associates's AOM Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares Core Moderate Allocation ETF (AOM) stake by 9.4% in Q2 2026, buying an estimated $261K and bringing the position to 62,051 shares worth $3.1M. The position accounts for 1.25% of the portfolio, ranked #15.

Jim Saulnier & Associates first reported a position in AOM in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Jim Saulnier & Associates held 62,051 shares of iShares Core Moderate Allocation ETF worth $3.1M as of Q2 2026.
Jim Saulnier & Associates bought 5,313 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $261K.
iShares Core Moderate Allocation ETF made up 1.25% of Jim Saulnier & Associates's portfolio in Q2 2026, its #15 holding.
Jim Saulnier & Associates first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.