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Mather Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mather Group’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 		$6.28K Buy
+132
New +$6.37K ﹤0.01% 1536

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mather Group's AOM Position: Q1 2026 in Review

Mather Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 132 shares worth $6.28K. The stake represents ﹤0.01% of the portfolio and ranks #1536 among its holdings.

293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Mather Group held 132 shares of iShares Core Moderate Allocation ETF worth $6.28K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new Mather Group position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1536 holding.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.