HNH
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Hopwood Nicholas Hunter’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Hopwood Nicholas Hunter’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 		$627K Sell
13,242
-535
-4% -$25.8K 0.2% 81
2025
Q4 		$658K Buy
+13,777
New +$659K 0.21% 81

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
Morgan Stanley
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hopwood Nicholas Hunter's AOM Position: Q1 2026 in Review

Hopwood Nicholas Hunter reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.9% in Q1 2026, selling an estimated $25.8K and leaving 13,242 shares worth $627K. The position accounts for 0.2% of the portfolio, ranked #81.

Hopwood Nicholas Hunter first reported a position in AOM in Q4 2025 and has held it in 2 quarters since. The position peaked at $658K in Q4 2025. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Hopwood Nicholas Hunter held 13,242 shares of iShares Core Moderate Allocation ETF worth $627K as of Q1 2026.
  • Hopwood Nicholas Hunter sold 535 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $25.8K.
  • iShares Core Moderate Allocation ETF made up 0.2% of Hopwood Nicholas Hunter's portfolio in Q1 2026, its #81 holding.
  • Hopwood Nicholas Hunter first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • Hopwood Nicholas Hunter's iShares Core Moderate Allocation ETF position peaked at $658K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Hopwood Nicholas Hunter's 13F filing for Q1 2026, filed 14 Aug 2026.