Mariner’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mariner’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	$1.34M	Buy	28,247 +14,054	+99%	+$678K	﹤0.01%	1758
2025 Q4	$677K	Sell	14,193 -352	-2%	-$16.8K	﹤0.01%	2237
2025 Q3	$692K	Buy	14,545 +2,100	+17%	+$97.6K	﹤0.01%	2181
2025 Q2	$573K	Buy	12,445 +1,226	+11%	+$54.2K	﹤0.01%	2219
2025 Q1	$492K	Buy	11,219 +6	+0.1%	+$264	﹤0.01%	2217
2024 Q4	$487K	Sell	11,213 -54	-0.5%	-$2.4K	﹤0.01%	2215
2024 Q3	$508K	Sell	11,267 -2,778	-20%	-$122K	﹤0.01%	2113
2024 Q2	$604K	Buy	14,045 +49	+0.4%	+$2.08K	﹤0.01%	1908
2024 Q1	$599K	Sell	13,996 -2,778	-17%	-$116K	﹤0.01%	1888
2023 Q4	$696K	Buy	+16,774	New	+$665K	﹤0.01%	1701

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

Mariner's AOM Position: Q1 2026 in Review

Mariner increased its iShares Core Moderate Allocation ETF (AOM) stake by 99% in Q1 2026, buying an estimated $678K and bringing the position to 28,247 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Mariner first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Mariner held 28,247 shares of iShares Core Moderate Allocation ETF worth $1.34M as of Q1 2026.
Mariner bought 14,054 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $678K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1758 holding.
Mariner first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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