KilterHowling LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

KilterHowling LLC’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	–	Sell	-5,000	Closed	-$237K	–	51
2026 Q1	$237K	Sell	5,000 -57,237	-92%	-$2.76M	0.12%	45
2025 Q4	$2.97M	Buy	+62,237	New	+$2.98M	1.51%	11
2023 Q1	–	Sell	-23,282	Closed	-$885K	–	52
2022 Q4	$885K	Buy	+23,282	New	+$883K	0.94%	13

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

KilterHowling LLC's AOM Position: Q2 2026 in Review

KilterHowling LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 5,000 shares — an estimated $237K sold.

KilterHowling LLC first reported a position in AOM in Q4 2022 and held it in 3 quarters. The position peaked at $2.97M in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

KilterHowling LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
KilterHowling LLC sold 5,000 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $237K.
KilterHowling LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and held it in 3 quarters.
KilterHowling LLC's iShares Core Moderate Allocation ETF position peaked at $2.97M in Q4 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.