Lido Advisors
AOM icon

Lido Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lido Advisors’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 		$394K Buy
8,310
+305
+4% +$14.7K ﹤0.01% 1430
2025
Q4 		$381K Hold
8,005
– – ﹤0.01% 1439
2025
Q3 		$381K Hold
8,005
– – ﹤0.01% 1361
2025
Q2 		$369K Buy
8,005
+16
+0.2% +$707 ﹤0.01% 1241
2025
Q1 		$351K Sell
7,989
-1,458
-15% -$64.2K ﹤0.01% 1151
2024
Q4 		$410K Hold
9,447
– – ﹤0.01% 1076
2024
Q3 		$426K Buy
9,447
+17
+0.2% +$745 ﹤0.01% 1009
2024
Q2 		$406K Buy
9,430
+29
+0.3% +$1.23K ﹤0.01% 1000
2024
Q1 		$402K Buy
9,401
+85
+0.9% +$3.55K ﹤0.01% 969
2023
Q4 		$387K Sell
9,316
-24
-0.3% -$951 ﹤0.01% 940
2023
Q3 		$364K Sell
9,340
-2,453
-21% -$98K ﹤0.01% 850
2023
Q2 		$477K Buy
11,793
+16
+0.1% +$639 ﹤0.01% 759
2023
Q1 		$469K Buy
+11,777
New +$463K ﹤0.01% 696
2019
Q2 		– Sell
-7,181
Closed -$273K – 541
2019
Q1 		$273K Buy
+7,181
New +$266K 0.02% 413
2018
Q4 		– Sell
-7,263
Closed -$275K – 436
2018
Q3 		$275K Sell
7,263
-3,308
-31% -$125K 0.03% 354
2018
Q2 		$396K Sell
10,571
-134
-1% -$5.04K 0.05% 254
2018
Q1 		$404K Buy
10,705
+823
+8% +$31.4K 0.06% 226
2017
Q4 		$375K Hold
9,882
– – 0.05% 193
2017
Q3 		$377K Sell
9,882
-4,736
-32% -$178K 0.06% 174
2017
Q2 		$545K Buy
+14,618
New +$540K 0.11% 109

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

Lido Advisors's AOM Position: Q1 2026 in Review

Lido Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.8% in Q1 2026, buying an estimated $14.7K and bringing the position to 8,310 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Lido Advisors first reported a position in AOM in Q2 2017 and has held it in 20 quarters since. The position peaked at $545K in Q2 2017. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Lido Advisors held 8,310 shares of iShares Core Moderate Allocation ETF worth $394K as of Q1 2026.
  • Lido Advisors bought 305 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $14.7K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1430 holding.
  • Lido Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 20 quarters since.
  • Lido Advisors's iShares Core Moderate Allocation ETF position peaked at $545K in Q2 2017.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.