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MJT & Associates Financial Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MJT & Associates Financial Advisory’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 		– Sell
-65
Closed -$3.1K – 446
2025
Q4 		$3.1K Hold
65
– – ﹤0.01% 350
2025
Q3 		$3.09K Hold
65
– – ﹤0.01% 355
2025
Q2 		$2.99K Hold
65
– – ﹤0.01% 366
2025
Q1 		$2.85K Buy
+65
New +$2.86K ﹤0.01% 373

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 $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MJT & Associates Financial Advisory's AOM Position: Q1 2026 in Review

MJT & Associates Financial Advisory sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 65 shares — an estimated $3.1K sold.

MJT & Associates Financial Advisory first reported a position in AOM in Q1 2025 and held it in 4 quarters. The position peaked at $3.1K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • MJT & Associates Financial Advisory reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 65 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $3.1K.
  • MJT & Associates Financial Advisory first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and held it in 4 quarters.
  • MJT & Associates Financial Advisory's iShares Core Moderate Allocation ETF position peaked at $3.1K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q1 2026, filed 2 Apr 2026.