Medallion Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Medallion Wealth Advisors’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	$15.3K	Hold	324	–	–	0.01%	700
2025 Q4	$15.4K	Buy	324 +6	+2%	+$287	0.01%	686
2025 Q3	$15.1K	Buy	318 +3	+1%	+$139	0.01%	681
2025 Q2	$14.5K	Buy	315 +2	+0.6%	+$88	0.01%	681
2025 Q1	$13.8K	Sell	313 -2	-0.6%	-$88	0.01%	635
2024 Q4	$13.7K	Buy	+315	New	+$14K	0.01%	617

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 $322M AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Medallion Wealth Advisors's AOM Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 324 shares worth $15.3K. The position accounts for 0.01% of the portfolio, ranked #700.

Medallion Wealth Advisors first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Medallion Wealth Advisors held 324 shares of iShares Core Moderate Allocation ETF worth $15.3K as of Q1 2026.
Medallion Wealth Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #700 holding.
Medallion Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $15.4K in Q4 2025.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.