One Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

One Capital 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	$1.04M	Sell	21,860 -5,126	-19%	-$247K	0.03%	295
2025 Q4	$1.29M	Buy	26,986 +2,769	+11%	+$132K	0.04%	262
2025 Q3	$1.15M	Sell	24,217 -8,924	-27%	-$415K	0.04%	245
2025 Q2	$1.53M	Sell	33,141 -31,016	-48%	-$1.37M	0.05%	178
2025 Q1	$2.82M	Buy	64,157 +24,492	+62%	+$1.08M	0.1%	149
2024 Q4	$1.72M	Sell	39,665 -194	-0.5%	-$8.61K	0.06%	170
2024 Q3	$1.8M	Buy	39,859 +506	+1%	+$22.2K	0.06%	176
2024 Q2	$1.69M	Sell	39,353 -157	-0.4%	-$6.65K	0.06%	178
2024 Q1	$1.69M	Buy	39,510 +1,490	+4%	+$62.2K	0.06%	151
2023 Q4	$1.58M	Sell	38,020 -18,042	-32%	-$715K	0.06%	157
2023 Q3	$2.18M	Sell	56,062 -9,221	-14%	-$369K	0.1%	137
2023 Q2	$2.64M	Buy	65,283 +18,653	+40%	+$745K	0.12%	131
2023 Q1	$1.86M	Buy	46,630 +2,017	+5%	+$79.3K	0.09%	142
2022 Q4	$1.7M	Buy	44,613 +34,844	+357%	+$1.32M	0.09%	143
2022 Q3	$357K	Buy	9,769 +4,288	+78%	+$168K	0.02%	233
2022 Q2	$213K	Buy	+5,481	New	+$222K	0.01%	296

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

One Capital Management's AOM Position: Q1 2026 in Review

One Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 19% in Q1 2026, selling an estimated $247K and leaving 21,860 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #295.

One Capital Management first reported a position in AOM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.82M in Q1 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

One Capital Management held 21,860 shares of iShares Core Moderate Allocation ETF worth $1.04M as of Q1 2026.
One Capital Management sold 5,126 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $247K.
iShares Core Moderate Allocation ETF made up 0.03% of One Capital Management's portfolio in Q1 2026, its #295 holding.
One Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 16 quarters since.
One Capital Management's iShares Core Moderate Allocation ETF position peaked at $2.82M in Q1 2025.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.