Lodestar Private Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lodestar Private Asset 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	$7.09M	Buy	149,658 +7,414	+5%	+$358K	0.7%	41
2025 Q4	$6.79M	Buy	142,244 +7,051	+5%	+$337K	0.68%	42
2025 Q3	$6.43M	Buy	135,193 +13,022	+11%	+$605K	0.67%	44
2025 Q2	$5.62M	Buy	122,171 +10,917	+10%	+$482K	0.65%	42
2025 Q1	$4.88M	Buy	111,254 +16,023	+17%	+$705K	0.61%	43
2024 Q4	$4.14M	Buy	95,231 +10,947	+13%	+$486K	0.52%	45
2024 Q3	$3.8M	Buy	84,284 +771	+0.9%	+$33.8K	0.48%	51
2024 Q2	$3.59M	Buy	83,513 +3,988	+5%	+$169K	0.49%	49
2024 Q1	$3.4M	Buy	79,525 +85	+0.1%	+$3.55K	0.49%	53
2023 Q4	$3.3M	Sell	79,440 -3,093	-4%	-$123K	0.51%	50
2023 Q3	$3.21M	Sell	82,533 -6,675	-7%	-$267K	0.55%	47
2023 Q2	$3.6M	Buy	89,208 +885	+1%	+$35.3K	0.6%	45
2023 Q1	$3.52M	Sell	88,323 -644	-0.7%	-$25.3K	0.63%	42
2022 Q4	$3.38M	Buy	+88,967	New	+$3.37M	0.65%	41

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lodestar Private Asset Management's AOM Position: Q1 2026 in Review

Lodestar Private Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.2% in Q1 2026, buying an estimated $358K and bringing the position to 149,658 shares worth $7.09M. The position accounts for 0.7% of the portfolio, ranked #41.

Lodestar Private Asset Management first reported a position in AOM in Q4 2022 and has held it in 14 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Lodestar Private Asset Management held 149,658 shares of iShares Core Moderate Allocation ETF worth $7.09M as of Q1 2026.
Lodestar Private Asset Management bought 7,414 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $358K.
iShares Core Moderate Allocation ETF made up 0.7% of Lodestar Private Asset Management's portfolio in Q1 2026, its #41 holding.
Lodestar Private Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 14 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.