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Proathlete Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Proathlete Wealth 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 		$176K Hold
3,719
– – 0.05% 70
2025
Q4 		$178K Buy
3,719
+62
+2% +$2.96K 0.05% 72
2025
Q3 		$174K Buy
3,657
+30
+0.8% +$1.39K 0.05% 66
2025
Q2 		$167K Buy
3,627
+7
+0.2% +$309 0.05% 64
2025
Q1 		$159K Buy
+3,620
New +$159K 0.06% 68

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

Proathlete Wealth Management's AOM Position: Q1 2026 in Review

Proathlete Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 3,719 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #70.

Proathlete Wealth Management first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $178K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Proathlete Wealth Management held 3,719 shares of iShares Core Moderate Allocation ETF worth $176K as of Q1 2026.
  • Proathlete Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.05% of Proathlete Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Proathlete Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's iShares Core Moderate Allocation ETF position peaked at $178K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.