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

Moss Adams 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	$444K	Buy	9,376 +76	+0.8%	+$3.67K	0.03%	149
2025 Q4	$444K	Buy	9,300 +50	+0.5%	+$2.39K	0.03%	144
2025 Q3	$440K	Buy	9,250 +71	+0.8%	+$3.3K	0.03%	144
2025 Q2	$423K	Buy	9,179 +35	+0.4%	+$1.55K	0.04%	145
2025 Q1	$401K	Buy	+9,144	New	+$402K	0.04%	131
2023 Q4	–	Sell	-2,522	Closed	-$98.2K	–	123
2023 Q3	$98.2K	Buy	+2,522	New	+$101K	0.03%	105

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

Moss Adams Wealth Advisors's AOM Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.82% in Q1 2026, buying an estimated $3.67K and bringing the position to 9,376 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #149.

Moss Adams Wealth Advisors first reported a position in AOM in Q3 2023 and has held it in 6 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Moss Adams Wealth Advisors held 9,376 shares of iShares Core Moderate Allocation ETF worth $444K as of Q1 2026.
Moss Adams Wealth Advisors bought 76 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $3.67K.
iShares Core Moderate Allocation ETF made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #149 holding.
Moss Adams Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 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 Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.