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 Q3	$1.45M	Buy	29,844 +263	+0.9%	+$13K	﹤0.01%	1430
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%	1419
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return

NewEdge Advisors's AOM Position: Q3 2026 in Review

NewEdge Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.89% in Q3 2026, buying an estimated $13K and bringing the position to 29,844 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

NewEdge Advisors first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.48M in Q2 2026. 270 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

NewEdge Advisors held 29,844 shares of iShares Core Moderate Allocation ETF worth $1.45M as of Q3 2026.
NewEdge Advisors bought 263 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $13K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q3 2026, its #1430 holding.
NewEdge Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's iShares Core Moderate Allocation ETF position peaked at $1.48M in Q2 2026.
270 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on NewEdge Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.