Northwestern Mutual Wealth Management
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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
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
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 $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management's AOM Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 21% in Q1 2026, buying an estimated $7.28K and bringing the position to 883 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Northwestern Mutual Wealth Management first reported a position in AOM in Q4 2018 and has held it in 20 quarters since. The position peaked at $172K in Q3 2020. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Northwestern Mutual Wealth Management held 883 shares of iShares Core Moderate Allocation ETF worth $41.8K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 151 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $7.28K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2506 holding.
  • Northwestern Mutual Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 20 quarters since.
  • Northwestern Mutual Wealth Management's iShares Core Moderate Allocation ETF position peaked at $172K in Q3 2020.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.