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JPL Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

JPL Wealth 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
Q1 		$10.2K Buy
+216
New +$10.4K ﹤0.01% 524
2025
Q4 		– Sell
-216
Closed -$10.3K – 167
2025
Q3 		$10.3K Buy
+216
New +$10K ﹤0.01% 538

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

JPL Wealth Management's AOM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 216 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AOM as recently as Q3 2025.

JPL Wealth Management first reported a position in AOM in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.3K in Q3 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • JPL Wealth Management held 216 shares of iShares Core Moderate Allocation ETF worth $10.2K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #524 holding.
  • JPL Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares Core Moderate Allocation ETF position peaked at $10.3K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.