NA
AOM icon

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
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 $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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's AOM Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.16% in Q1 2026, selling an estimated $1.88K and leaving 24,204 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

NewEdge Advisors first reported a position in AOM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • NewEdge Advisors held 24,204 shares of iShares Core Moderate Allocation ETF worth $1.15M as of Q1 2026.
  • NewEdge Advisors sold 39 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.88K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1413 holding.
  • NewEdge Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's iShares Core Moderate Allocation ETF position peaked at $1.16M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.