Northwestern Mutual Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Northwestern Mutual Wealth Management’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	$14.4K	Sell	288 -595	-67%	-$29.2K	﹤0.01%	3000
2026 Q1	$41.8K	Buy	883 +151	+21%	+$7.28K	﹤0.01%	2506
2025 Q4	$34.9K	Sell	732 -77	-10%	-$3.68K	﹤0.01%	2533
2025 Q3	$38.5K	Hold	809	–	–	﹤0.01%	2440
2025 Q2	$37.2K	Sell	809 -17	-2%	-$751	﹤0.01%	2367
2025 Q1	$36.2K	Sell	826 -862	-51%	-$37.9K	﹤0.01%	2292
2024 Q4	$73.3K	Buy	1,688 +1,230	+269%	+$54.6K	﹤0.01%	2033
2024 Q3	$20.7K	Buy	458 +67	+17%	+$2.94K	﹤0.01%	2456
2024 Q2	$16.8K	Buy	391 +136	+53%	+$5.76K	﹤0.01%	2454
2024 Q1	$10.9K	Hold	255	–	–	﹤0.01%	2613
2023 Q4	$10.6K	Sell	255 -5	-2%	-$198	﹤0.01%	2614
2023 Q3	$10.1K	Buy	260 +5	+2%	+$200	﹤0.01%	2531
2023 Q2	$10.3K	Sell	255 -2,477	-91%	-$98.9K	﹤0.01%	2564
2023 Q1	$109K	Buy	2,732 +2,477	+971%	+$97.3K	﹤0.01%	1653
2022 Q4	$9.69K	Buy	+255	New	+$9.67K	﹤0.01%	2513
2022 Q3	–	Sell	-445	Closed	-$17K	–	3100
2022 Q2	$17K	Buy	+445	New	+$18K	﹤0.01%	2310
2021 Q3	–	Sell	-200	Closed	-$9K	–	2997
2021 Q2	$9K	Buy	+200	New	+$8.91K	﹤0.01%	2453
2021 Q1	–	Sell	-78	Closed	-$3K	–	2755
2020 Q4	$3K	Sell	78 -4,109	-98%	-$173K	﹤0.01%	2446
2020 Q3	$172K	Buy	+4,187	New	+$172K	﹤0.01%	1073
2020 Q1	–	Sell	-1,459	Closed	-$59K	–	2538
2019 Q4	$59K	Buy	+1,459	New	+$57.8K	﹤0.01%	1400
2019 Q1	–	Sell	-1,239	Closed	-$44K	–	2516
2018 Q4	$44K	Buy	+1,239	New	+$45.2K	﹤0.01%	1299

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management's AOM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 67% in Q2 2026, selling an estimated $29.2K and leaving 288 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Northwestern Mutual Wealth Management first reported a position in AOM in Q4 2018 and has held it in 21 quarters since. The position peaked at $172K in Q3 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Northwestern Mutual Wealth Management held 288 shares of iShares Core Moderate Allocation ETF worth $14.4K as of Q2 2026.
Northwestern Mutual Wealth Management sold 595 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $29.2K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3000 holding.
Northwestern Mutual Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 21 quarters since.
Northwestern Mutual Wealth Management's iShares Core Moderate Allocation ETF position peaked at $172K in Q3 2020.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.