Madrid Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Madrid Financial 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	$236K	Buy	4,739 +224	+5%	+$11K	0.13%	26
2026 Q1	$214K	Buy	4,515 +268	+6%	+$12.9K	0.13%	25
2025 Q4	$203K	Buy	+4,247	New	+$203K	0.15%	19
2025 Q3	–	Sell	-368,333	Closed	-$17M	–	26
2025 Q2	$17M	Buy	368,333 +22,909	+7%	+$1.01M	11.49%	3
2025 Q1	$15.2M	Buy	345,424 +82,819	+32%	+$3.65M	11.04%	3
2024 Q4	$11.4M	Buy	+262,605	New	+$11.6M	9.06%	2

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

Madrid Financial Services's AOM Position: Q2 2026 in Review

Madrid Financial Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 5% in Q2 2026, buying an estimated $11K and bringing the position to 4,739 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #26.

Madrid Financial Services first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $17M in Q2 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Madrid Financial Services held 4,739 shares of iShares Core Moderate Allocation ETF worth $236K as of Q2 2026.
Madrid Financial Services bought 224 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $11K.
iShares Core Moderate Allocation ETF made up 0.13% of Madrid Financial Services's portfolio in Q2 2026, its #26 holding.
Madrid Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Madrid Financial Services's iShares Core Moderate Allocation ETF position peaked at $17M in Q2 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Madrid Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.