Lloyd Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lloyd Advisory Services’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	$96.6K	Buy	+1,937	New	+$95.2K	0.04%	183
2026 Q1	–	Sell	-238	Closed	-$11.3K	–	870
2025 Q4	$11.3K	Buy	+238	New	+$11.4K	﹤0.01%	384
2022 Q2	–	Sell	-9,901	Closed	-$425K	–	92
2022 Q1	$425K	Buy	9,901 +8,481	+597%	+$369K	0.2%	49
2021 Q4	$65K	Sell	1,420 -5,353	-79%	-$243K	0.03%	171
2021 Q3	$303K	Buy	6,773 +6,112	+925%	+$277K	0.16%	52
2021 Q2	$30K	Sell	661 -3,061	-82%	-$136K	0.02%	209
2021 Q1	$162K	Buy	3,722 +2,420	+186%	+$105K	0.09%	77
2020 Q4	$56K	Buy	1,302 +1,070	+461%	+$45K	0.03%	109
2020 Q3	$10K	Buy	232 +1	+0.4%	+$41	0.01%	183
2020 Q2	$9K	Buy	231 +6	+3%	+$232	0.01%	183
2020 Q1	$8K	Sell	225 -109	-33%	-$4.27K	0.01%	165
2019 Q4	$13K	Buy	+334	New	+$13.2K	0.01%	200

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

Lloyd Advisory Services's AOM Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 1,937 shares worth $96.6K. The stake represents 0.04% of the portfolio and ranks #183 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in AOM as recently as Q4 2025.

Lloyd Advisory Services first reported a position in AOM in Q4 2019 and has held it in 12 quarters since. The position peaked at $425K in Q1 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Lloyd Advisory Services held 1,937 shares of iShares Core Moderate Allocation ETF worth $96.6K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #183 holding.
Lloyd Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's iShares Core Moderate Allocation ETF position peaked at $425K in Q1 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.