PTC
AOM icon

Private Trust Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Private Trust Company’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
Q2 		$4.24K Hold
85
– – ﹤0.01% 2335
2026
Q1 		$4.03K Hold
85
– – ﹤0.01% 2243
2025
Q4 		$4.06K Buy
+85
New +$4.06K ﹤0.01% 2214

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Trust Company's AOM Position: Q2 2026 in Review

Private Trust Company held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 85 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Private Trust Company first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Private Trust Company held 85 shares of iShares Core Moderate Allocation ETF worth $4.24K as of Q2 2026.
  • Private Trust Company left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2335 holding.
  • Private Trust Company first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.