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Money Concepts Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Money Concepts Capital’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 		$770K Buy
16,262
+2,015
+14% +$97.2K 0.04% 319
2025
Q4 		$680K Buy
14,247
+1,429
+11% +$68.3K 0.04% 305
2025
Q3 		$610K Hold
12,818
– – 0.04% 296
2025
Q2 		$590K Buy
+12,818
New +$566K 0.04% 285
2023
Q1 		– Sell
-1,303
Closed -$49.5K – 575
2022
Q4 		$49.5K Buy
+1,303
New +$49.4K ﹤0.01% 1249
2022
Q2 		– Sell
-1,415
Closed -$61K – 1487
2022
Q1 		$61K Buy
+1,415
New +$61.6K ﹤0.01% 1159

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

Money Concepts Capital's AOM Position: Q1 2026 in Review

Money Concepts Capital increased its iShares Core Moderate Allocation ETF (AOM) stake by 14% in Q1 2026, buying an estimated $97.2K and bringing the position to 16,262 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #319.

Money Concepts Capital first reported a position in AOM in Q1 2022 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Money Concepts Capital held 16,262 shares of iShares Core Moderate Allocation ETF worth $770K as of Q1 2026.
  • Money Concepts Capital bought 2,015 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $97.2K.
  • iShares Core Moderate Allocation ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #319 holding.
  • Money Concepts Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 6 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.