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 Q2	$950K	Sell	19,041 -9,206	-33%	-$452K	﹤0.01%	1990
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 $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

Mariner's AOM Position: Q2 2026 in Review

Mariner reduced its iShares Core Moderate Allocation ETF (AOM) stake by 33% in Q2 2026, selling an estimated $452K and leaving 19,041 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1990.

Mariner first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mariner held 19,041 shares of iShares Core Moderate Allocation ETF worth $950K as of Q2 2026.
Mariner sold 9,206 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $452K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1990 holding.
Mariner first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
Mariner's iShares Core Moderate Allocation ETF position peaked at $1.34M in Q1 2026.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.