MAI Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MAI Capital 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 Q2	$683K	Sell	13,697 -330	-2%	-$16.2K	﹤0.01%	1150
2026 Q1	$664K	Sell	14,027 -674	-5%	-$32.5K	﹤0.01%	915
2025 Q4	$702K	Sell	14,701 -81	-0.5%	-$3.87K	﹤0.01%	859
2025 Q3	$703K	Sell	14,782 -69	-0.5%	-$3.21K	﹤0.01%	813
2025 Q2	$684K	Sell	14,851 -1,255	-8%	-$55.4K	﹤0.01%	755
2025 Q1	$707K	Sell	16,106 -92	-0.6%	-$4.05K	0.01%	715
2024 Q4	$704K	Buy	+16,198	New	+$718K	0.01%	739

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

MAI Capital Management's AOM Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.4% in Q2 2026, selling an estimated $16.2K and leaving 13,697 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

MAI Capital Management first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $707K in Q1 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

MAI Capital Management held 13,697 shares of iShares Core Moderate Allocation ETF worth $683K as of Q2 2026.
MAI Capital Management sold 330 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $16.2K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1150 holding.
MAI Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
MAI Capital Management's iShares Core Moderate Allocation ETF position peaked at $707K in Q1 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.