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McIlrath & Eck’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McIlrath & Eck’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 		$59.2K Sell
1,249
-551
-31% -$26.6K ﹤0.01% 494
2025
Q4 		$85.9K Buy
1,800
+15
+0.8% +$717 0.01% 269
2025
Q3 		$84.9K Hold
1,785
– – 0.01% 234
2025
Q2 		$82.2K Buy
1,785
+32
+2% +$1.41K 0.01% 231
2025
Q1 		$76.9K Sell
1,753
-6
-0.3% -$264 0.01% 238
2024
Q4 		$76.4K Sell
1,759
-2,647
-60% -$117K 0.01% 228
2024
Q3 		$199K Buy
4,406
+78
+2% +$3.42K 0.03% 122
2024
Q2 		$186K Sell
4,328
-222
-5% -$9.4K 0.03% 122
2024
Q1 		$195K Buy
4,550
+220
+5% +$9.19K 0.03% 116
2023
Q4 		$180K Buy
4,330
+105
+2% +$4.16K 0.03% 122
2023
Q3 		$164K Sell
4,225
-25
-0.6% -$999 0.03% 128
2023
Q2 		$172K Buy
4,250
+16
+0.4% +$639 0.04% 119
2023
Q1 		$169K Sell
4,234
-439
-9% -$17.3K 0.04% 113
2022
Q4 		$178K Sell
4,673
-495
-10% -$18.8K 0.05% 105
2022
Q3 		$189K Buy
5,168
+406
+9% +$15.9K 0.05% 99
2022
Q2 		$186K Hold
4,762
– – 0.06% 90
2022
Q1 		$205K Buy
4,762
+1,327
+39% +$57.8K 0.06% 80
2021
Q4 		$156K Buy
+3,435
New +$156K 0.04% 97
2018
Q3 		– Sell
-504
Closed -$19K – 533
2018
Q2 		$19K Hold
504
– – 0.01% 204
2018
Q1 		$19K Hold
504
– – 0.01% 188
2017
Q4 		$19K Buy
+504
New +$19.3K 0.01% 193

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

McIlrath & Eck's AOM Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares Core Moderate Allocation ETF (AOM) stake by 31% in Q1 2026, selling an estimated $26.6K and leaving 1,249 shares worth $59.2K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

McIlrath & Eck first reported a position in AOM in Q4 2017 and has held it in 21 quarters since. The position peaked at $205K in Q1 2022. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • McIlrath & Eck held 1,249 shares of iShares Core Moderate Allocation ETF worth $59.2K as of Q1 2026.
  • McIlrath & Eck sold 551 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $26.6K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #494 holding.
  • McIlrath & Eck first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 21 quarters since.
  • McIlrath & Eck's iShares Core Moderate Allocation ETF position peaked at $205K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.