Osaic Holdings
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Osaic Holdings’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Osaic Holdings’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 		$7.15M Buy
151,012
+7,879
+6% +$380K 0.01% 1124
2025
Q4 		$6.83M Sell
143,133
-67,168
-32% -$3.21M 0.01% 1169
2025
Q3 		$9.92M Sell
210,301
-21,405
-9% -$995K 0.01% 1014
2025
Q2 		$10.7M Buy
231,706
+5,826
+3% +$257K 0.02% 795
2025
Q1 		$9.91M Buy
225,880
+21,504
+11% +$946K 0.02% 687
2024
Q4 		$8.88M Buy
204,376
+36,092
+21% +$1.6M 0.02% 735
2024
Q3 		$7.59M Sell
168,284
-3,902
-2% -$171K 0.02% 819
2024
Q2 		$7.41M Sell
172,186
-89,867
-34% -$3.81M 0.02% 784
2024
Q1 		$11.2M Sell
262,053
-27,104
-9% -$1.13M 0.03% 628
2023
Q4 		$12M Sell
289,157
-68,443
-19% -$2.71M 0.02% 697
2023
Q3 		$13.9M Buy
357,600
+53,482
+18% +$2.14M 0.02% 701
2023
Q2 		$12.3M Sell
304,118
-82,396
-21% -$3.29M 0.02% 668
2023
Q1 		$15.4M Sell
386,514
-10,149
-3% -$399K 0.03% 554
2022
Q4 		$15.1M Buy
396,663
+81,013
+26% +$3.07M 0.03% 539
2022
Q3 		$11.6M Sell
315,650
-48,908
-13% -$1.92M 0.03% 581
2022
Q2 		$14.2M Sell
364,558
-21,207
-5% -$857K 0.03% 505
2022
Q1 		$16M Sell
385,765
-5,810
-1% -$253K 0.03% 531
2021
Q4 		$17.8M Buy
391,575
+12,612
+3% +$572K 0.03% 465
2021
Q3 		$17M Buy
378,963
+6,094
+2% +$276K 0.04% 453
2021
Q2 		$16.8M Buy
372,869
+19,840
+6% +$884K 0.04% 448
2021
Q1 		$15.4M Sell
353,029
-10,791
-3% -$470K 0.04% 428
2020
Q4 		$15.7M Buy
363,820
+93,555
+35% +$3.94M 0.04% 387
2020
Q3 		$11.1M Buy
270,265
+41,778
+18% +$1.71M 0.03% 434
2020
Q2 		$9.11M Buy
228,487
+42,414
+23% +$1.64M 0.03% 477
2020
Q1 		$6.84M Buy
+186,073
New +$7.29M 0.03% 496

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

Osaic Holdings's AOM Position: Q1 2026 in Review

Osaic Holdings increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.5% in Q1 2026, buying an estimated $380K and bringing the position to 151,012 shares worth $7.15M. The position accounts for 0.01% of the portfolio, ranked #1124.

Osaic Holdings first reported a position in AOM in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.8M in Q4 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Osaic Holdings held 151,012 shares of iShares Core Moderate Allocation ETF worth $7.15M as of Q1 2026.
  • Osaic Holdings bought 7,879 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $380K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1124 holding.
  • Osaic Holdings first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Core Moderate Allocation ETF position peaked at $17.8M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.