Private Client Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Private Client Services’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	-5,508	Closed	-$263K	–	209
2025 Q4	$263K	Sell	5,508 -202	-4%	-$9.66K	0.08%	159
2025 Q3	$272K	Buy	5,710 +181	+3%	+$8.41K	0.09%	154
2025 Q2	$255K	Buy	5,529 +364	+7%	+$16.1K	0.1%	171
2025 Q1	$227K	Sell	5,165 -497	-9%	-$21.9K	0.11%	169
2024 Q4	$246K	Buy	+5,662	New	+$251K	0.13%	148

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Client Services's AOM Position: Q1 2026 in Review

Private Client Services sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 5,508 shares — an estimated $263K sold.

Private Client Services first reported a position in AOM in Q4 2024 and held it in 5 quarters. The position peaked at $272K in Q3 2025. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Private Client Services reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
Private Client Services sold 5,508 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $263K.
Private Client Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and held it in 5 quarters.
Private Client Services's iShares Core Moderate Allocation ETF position peaked at $272K in Q3 2025.
294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.