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McKinley Carter Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McKinley Carter Wealth Services’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 		$237K Sell
5,013
-211
-4% -$10.2K 0.01% 284
2025
Q4 		$249K Sell
5,224
-854
-14% -$40.8K 0.01% 294
2025
Q3 		$289K Hold
6,078
– – 0.02% 273
2025
Q2 		$280K Sell
6,078
-31
-0.5% -$1.37K 0.02% 264
2025
Q1 		$268K Hold
6,109
– – 0.02% 269
2024
Q4 		$265K Sell
6,109
-1,883
-24% -$83.5K 0.02% 255
2024
Q3 		$361K Sell
7,992
-208
-3% -$9.12K 0.02% 238
2024
Q2 		$353K Buy
8,200
+8
+0.1% +$339 0.02% 238
2024
Q1 		$350K Buy
8,192
+170
+2% +$7.1K 0.02% 243
2023
Q4 		$333K Sell
8,022
-478
-6% -$18.9K 0.02% 242
2023
Q3 		$331K Buy
8,500
+850
+11% +$34K 0.03% 237
2023
Q2 		$309K Sell
7,650
-302
-4% -$12.1K 0.02% 247
2023
Q1 		$317K Buy
7,952
+80
+1% +$3.14K 0.02% 247
2022
Q4 		$299K Sell
7,872
-1,708
-18% -$64.8K 0.03% 242
2022
Q3 		$351K Sell
9,580
-493
-5% -$19.3K 0.03% 218
2022
Q2 		$392K Buy
10,073
+199
+2% +$8.04K 0.03% 217
2022
Q1 		$424K Buy
9,874
+714
+8% +$31.1K 0.03% 215
2021
Q4 		$417K Sell
9,160
-518
-5% -$23.5K 0.03% 210
2021
Q3 		$433K Buy
9,678
+526
+6% +$23.9K 0.04% 202
2021
Q2 		$413K Buy
9,152
+156
+2% +$6.95K 0.03% 209
2021
Q1 		$392K Buy
8,996
+4,300
+92% +$187K 0.03% 209
2020
Q4 		$203K Buy
+4,696
New +$198K 0.03% 257

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

McKinley Carter Wealth Services's AOM Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4% in Q1 2026, selling an estimated $10.2K and leaving 5,013 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #284.

McKinley Carter Wealth Services first reported a position in AOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $433K in Q3 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • McKinley Carter Wealth Services held 5,013 shares of iShares Core Moderate Allocation ETF worth $237K as of Q1 2026.
  • McKinley Carter Wealth Services sold 211 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $10.2K.
  • iShares Core Moderate Allocation ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #284 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares Core Moderate Allocation ETF position peaked at $433K in Q3 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.