Paragon Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Paragon Advisors’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	-8,751	Closed	-$418K	–	77
2025 Q4	$418K	Buy	+8,751	New	+$418K	0.11%	65
2024 Q1	–	Sell	-94,149	Closed	-$3.91M	–	78
2023 Q4	$3.91M	Buy	94,149 +21,233	+29%	+$842K	1.65%	14
2023 Q3	$2.84M	Sell	72,916 -21,537	-23%	-$861K	1.17%	18
2023 Q2	$3.82M	Buy	94,453 +20,339	+27%	+$812K	1.24%	12
2023 Q1	$2.95M	Buy	74,114 +4,438	+6%	+$174K	0.99%	23
2022 Q4	$2.65M	Buy	69,676 +57,093	+454%	+$2.16M	1.17%	29
2022 Q3	$461K	Buy	12,583 +4,938	+65%	+$193K	0.24%	50
2022 Q2	$298K	Buy	+7,645	New	+$309K	0.15%	59

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

Paragon Advisors's AOM Position: Q1 2026 in Review

Paragon Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 8,751 shares — an estimated $418K sold.

Paragon Advisors first reported a position in AOM in Q2 2022 and held it in 8 quarters. The position peaked at $3.91M in Q4 2023. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Paragon Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
Paragon Advisors sold 8,751 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $418K.
Paragon Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and held it in 8 quarters.
Paragon Advisors's iShares Core Moderate Allocation ETF position peaked at $3.91M in Q4 2023.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Paragon Advisors's 13F filing for Q1 2026, filed 4 May 2026.