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Milestone Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Milestone Asset Management’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 		$1.61M Buy
32,354
+402
+1% +$19.8K 0.25% 91
2026
Q1 		$1.51M Sell
31,952
-183
-0.6% -$8.83K 0.28% 87
2025
Q4 		$1.53M Sell
32,135
-500
-2% -$23.9K 0.29% 68
2025
Q3 		$1.55M Sell
32,635
-1,404
-4% -$65.2K 0.29% 65
2025
Q2 		$1.57M Sell
34,039
-204
-0.6% -$9.01K 0.33% 57
2025
Q1 		$1.5M Buy
34,243
+14,118
+70% +$621K 0.32% 68
2024
Q4 		$874K Sell
20,125
-448
-2% -$19.9K 0.19% 118
2024
Q3 		$928K Buy
20,573
+753
+4% +$33K 0.21% 97
2024
Q2 		$852K Buy
19,820
+1,699
+9% +$72K 0.21% 91
2024
Q1 		$775K Buy
18,121
+316
+2% +$13.2K 0.22% 85
2023
Q4 		$739K Buy
17,805
+555
+3% +$22K 0.24% 20
2023
Q3 		$667K Buy
17,250
+2,108
+14% +$84.3K 0.23% 26
2023
Q2 		$612K Sell
15,142
-42
-0.3% -$1.68K 0.27% 22
2023
Q1 		$605K Sell
15,184
-430
-3% -$16.9K 0.35% 35
2022
Q4 		$619K Buy
+15,614
New +$592K 0.37% 29

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Milestone Asset Management's AOM Position: Q2 2026 in Review

Milestone Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.3% in Q2 2026, buying an estimated $19.8K and bringing the position to 32,354 shares worth $1.61M. The position accounts for 0.25% of the portfolio, ranked #91.

Milestone Asset Management first reported a position in AOM in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Milestone Asset Management held 32,354 shares of iShares Core Moderate Allocation ETF worth $1.61M as of Q2 2026.
  • Milestone Asset Management bought 402 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core Moderate Allocation ETF made up 0.25% of Milestone Asset Management's portfolio in Q2 2026, its #91 holding.
  • Milestone Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.