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NewEdge Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

NewEdge 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
Q2 		$1.48M Buy
29,581
+5,377
+22% +$264K ﹤0.01% 1397
2026
Q1 		$1.15M Sell
24,204
-39
-0.2% -$1.88K ﹤0.01% 1413
2025
Q4 		$1.16M Buy
24,243
+2,407
+11% +$115K ﹤0.01% 1396
2025
Q3 		$1.04M Buy
21,836
+2,650
+14% +$123K ﹤0.01% 1382
2025
Q2 		$883K Buy
19,186
+148
+0.8% +$6.54K ﹤0.01% 1363
2025
Q1 		$835K Sell
19,038
-2,377
-11% -$105K 0.01% 1286
2024
Q4 		$930K Sell
21,415
-1,557
-7% -$69.1K 0.01% 1200
2024
Q3 		$1.04M Sell
22,972
-761
-3% -$33.4K 0.01% 1088
2024
Q2 		$1.02M Buy
23,733
+17,954
+311% +$760K 0.01% 1054
2024
Q1 		$247K Sell
5,779
-3,712
-39% -$155K ﹤0.01% 1730
2023
Q4 		$392K Buy
+9,491
New +$376K ﹤0.01% 1420
2023
Q3 		– Sell
-61
Closed -$2.46K – 3467
2023
Q2 		$2.46K Buy
+61
New +$2.44K ﹤0.01% 3031
2023
Q1 		– Sell
-311
Closed -$11.8K – 3441
2022
Q4 		$11.8K Sell
311
-9,325
-97% -$354K ﹤0.01% 2316
2022
Q3 		$353K Sell
9,636
-4,675
-33% -$183K 0.01% 1116
2022
Q2 		$558K Sell
14,311
-6,328
-31% -$256K 0.01% 935
2022
Q1 		$886K Buy
20,639
+2,366
+13% +$103K 0.01% 680
2021
Q4 		$831K Buy
+18,273
New +$828K 0.01% 831

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

NewEdge Advisors's AOM Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 22% in Q2 2026, buying an estimated $264K and bringing the position to 29,581 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

NewEdge Advisors first reported a position in AOM in Q4 2021 and has held it in 17 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • NewEdge Advisors held 29,581 shares of iShares Core Moderate Allocation ETF worth $1.48M as of Q2 2026.
  • NewEdge Advisors bought 5,377 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $264K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1397 holding.
  • NewEdge Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 17 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.