MML Investors Services
AOM icon

MML Investors Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MML Investors 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
Q2 		$978K Buy
19,596
+4,362
+29% +$214K ﹤0.01% 2031
2026
Q1 		$722K Sell
15,234
-3,705
-20% -$179K ﹤0.01% 1986
2025
Q4 		$904K Sell
18,939
-1,150
-6% -$55K ﹤0.01% 1859
2025
Q3 		$956K Sell
20,089
-1,031
-5% -$47.9K ﹤0.01% 1757
2025
Q2 		$972K Buy
21,120
+1,646
+8% +$72.7K ﹤0.01% 1673
2025
Q1 		$855K Sell
19,474
-216
-1% -$9.51K ﹤0.01% 1686
2024
Q4 		$855K Buy
19,690
+525
+3% +$23.3K ﹤0.01% 1608
2024
Q3 		$865K Buy
19,165
+389
+2% +$17.1K ﹤0.01% 1529
2024
Q2 		$808K Buy
18,776
+920
+5% +$39K ﹤0.01% 1515
2024
Q1 		$764K Sell
17,856
-2,640
-13% -$110K ﹤0.01% 1566
2023
Q4 		$851K Buy
20,496
+34
+0.2% +$1.35K ﹤0.01% 1456
2023
Q3 		$797K Buy
20,462
+125
+0.6% +$5K ﹤0.01% 1352
2023
Q2 		$822K Buy
20,337
+5,491
+37% +$219K ﹤0.01% 1329
2023
Q1 		$592K Sell
14,846
-18,168
-55% -$714K ﹤0.01% 1325
2022
Q4 		$1.25M Buy
33,014
+14,780
+81% +$560K 0.01% 1020
2022
Q3 		$668K Sell
18,234
-415
-2% -$16.3K 0.01% 1280
2022
Q2 		$727K Buy
18,649
+383
+2% +$15.5K 0.01% 1205
2022
Q1 		$785K Buy
18,266
+1,575
+9% +$68.6K 0.01% 1208
2021
Q4 		$759K Buy
16,691
+3,034
+22% +$138K 0.01% 1191
2021
Q3 		$611K Buy
13,657
+3,197
+31% +$145K ﹤0.01% 1249
2021
Q2 		$471K Buy
10,460
+458
+5% +$20.4K ﹤0.01% 1361
2021
Q1 		$436K Sell
10,002
-723
-7% -$31.5K ﹤0.01% 1331
2020
Q4 		$463K Sell
10,725
-16,652
-61% -$701K ﹤0.01% 1192
2020
Q3 		$1.12M Buy
27,377
+16,937
+162% +$694K 0.01% 729
2020
Q2 		$416K Sell
10,440
-21,916
-68% -$846K 0.01% 1077
2020
Q1 		$1.19M Buy
32,356
+6,122
+23% +$240K 0.02% 575
2019
Q4 		$1.05M Sell
26,234
-3,296
-11% -$131K 0.02% 701
2019
Q3 		$1.16M Sell
29,530
-9,032
-23% -$352K 0.02% 622
2019
Q2 		$1.5M Buy
38,562
+807
+2% +$30.9K 0.02% 579
2019
Q1 		$1.44M Buy
37,755
+3,866
+11% +$143K 0.02% 572
2018
Q4 		$1.21M Buy
33,889
+18,737
+124% +$683K 0.02% 585
2018
Q3 		$574K Sell
15,152
-4,805
-24% -$181K 0.01% 933
2018
Q2 		$749K Buy
19,957
+764
+4% +$28.7K 0.02% 682
2018
Q1 		$725K Buy
19,193
+8,063
+72% +$307K 0.02% 686
2017
Q4 		$423K Buy
11,130
+947
+9% +$36.2K 0.01% 921
2017
Q3 		$387K Buy
10,183
+957
+10% +$35.9K 0.01% 894
2017
Q2 		$344K Buy
+9,226
New +$341K 0.01% 915

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
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services's AOM Position: Q2 2026 in Review

MML Investors Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 29% in Q2 2026, buying an estimated $214K and bringing the position to 19,596 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

MML Investors Services first reported a position in AOM in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.5M in Q2 2019. 203 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • MML Investors Services held 19,596 shares of iShares Core Moderate Allocation ETF worth $978K as of Q2 2026.
  • MML Investors Services bought 4,362 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $214K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2031 holding.
  • MML Investors Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 37 quarters since.
  • MML Investors Services's iShares Core Moderate Allocation ETF position peaked at $1.5M in Q2 2019.
  • 203 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.