Oppenheimer Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Oppenheimer Asset 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	–	Sell	-9,466	Closed	-$452K	–	1116
2025 Q4	$452K	Buy	+9,466	New	+$453K	0.01%	835
2025 Q2	–	Sell	-40,552	Closed	-$1.78M	–	1158
2025 Q1	$1.78M	Buy	40,552 +18,884	+87%	+$831K	0.02%	555
2024 Q4	$941K	Buy	+21,668	New	+$961K	0.01%	731
2024 Q1	–	Sell	-32,815	Closed	-$1.36M	–	1111
2023 Q4	$1.36M	Buy	+32,815	New	+$1.3M	0.02%	620
2023 Q1	–	Sell	-61,766	Closed	-$2.35M	–	1131
2022 Q4	$2.35M	Buy	61,766 +28,658	+87%	+$1.09M	0.04%	430
2022 Q3	$1.21M	Buy	+33,108	New	+$1.3M	0.02%	598
2022 Q2	–	Sell	-31,591	Closed	-$1.36M	–	1161
2022 Q1	$1.36M	Sell	31,591 -24,618	-44%	-$1.07M	0.02%	653
2021 Q4	$2.56M	Buy	+56,209	New	+$2.55M	0.03%	476
2020 Q2	–	Sell	-3,944	Closed	-$145K	–	1095
2020 Q1	$145K	Sell	3,944 -2,296	-37%	-$89.9K	﹤0.01%	1034
2019 Q4	$250K	Buy	+6,240	New	+$247K	0.01%	1007
2019 Q1	–	Sell	-96,321	Closed	-$3.44M	–	1598
2018 Q4	$3.44M	Buy	+96,321	New	+$3.51M	0.09%	251

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 $270M AUM 15.75% 1-Year Est. Return

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

Oppenheimer Asset Management's AOM Position: Q1 2026 in Review

Oppenheimer Asset Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 9,466 shares — an estimated $452K sold.

Oppenheimer Asset Management first reported a position in AOM in Q4 2018 and held it in 11 quarters. The position peaked at $3.44M in Q4 2018. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Oppenheimer Asset Management reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
Oppenheimer Asset Management sold 9,466 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $452K.
Oppenheimer Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 11 quarters.
Oppenheimer Asset Management's iShares Core Moderate Allocation ETF position peaked at $3.44M in Q4 2018.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.