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

Kingsview 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 		$209K Buy
4,409
+25
+0.6% +$1.21K ﹤0.01% 1236
2025
Q4 		$209K Buy
4,384
+62
+1% +$2.96K ﹤0.01% 1158
2025
Q3 		$206K Buy
+4,322
New +$201K ﹤0.01% 1134
2025
Q1 		– Sell
-7,113
Closed -$309K – 1094
2024
Q4 		$309K Sell
7,113
-5,963
-46% -$264K 0.01% 895
2024
Q3 		$590K Sell
13,076
-283
-2% -$12.4K 0.01% 660
2024
Q2 		$575K Sell
13,359
-336
-2% -$14.2K 0.01% 646
2024
Q1 		$586K Sell
13,695
-5,819
-30% -$243K 0.01% 626
2023
Q4 		$810K Buy
19,514
+1,373
+8% +$54.4K 0.02% 522
2023
Q3 		$706K Buy
18,141
+887
+5% +$35.5K 0.03% 528
2023
Q2 		$697K Buy
17,254
+162
+0.9% +$6.47K 0.03% 507
2023
Q1 		$681K Buy
17,092
+11,700
+217% +$460K 0.03% 496
2022
Q4 		$205K Sell
5,392
-704
-12% -$26.7K 0.01% 785
2022
Q3 		$223K Sell
6,096
-143
-2% -$5.6K 0.01% 725
2022
Q2 		$243K Buy
6,239
+69
+1% +$2.79K 0.01% 712
2022
Q1 		$265K Buy
6,170
+254
+4% +$11.1K 0.01% 733
2021
Q4 		$269K Sell
5,916
-32
-0.5% -$1.45K 0.01% 772
2021
Q3 		$266K Sell
5,948
-99
-2% -$4.49K 0.01% 713
2021
Q2 		$273K Buy
6,047
+494
+9% +$22K 0.01% 725
2021
Q1 		$243K Sell
5,553
-2,629
-32% -$114K 0.01% 705
2020
Q4 		$353K Buy
+8,182
New +$344K 0.03% 519

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

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

Kingsview Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.57% in Q1 2026, buying an estimated $1.21K and bringing the position to 4,409 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Kingsview Wealth Management first reported a position in AOM in Q4 2020 and has held it in 20 quarters since. The position peaked at $810K in Q4 2023. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Kingsview Wealth Management held 4,409 shares of iShares Core Moderate Allocation ETF worth $209K as of Q1 2026.
  • Kingsview Wealth Management bought 25 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.21K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1236 holding.
  • Kingsview Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 20 quarters since.
  • Kingsview Wealth Management's iShares Core Moderate Allocation ETF position peaked at $810K in Q4 2023.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.