Raymond James Financial
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Raymond James Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Raymond James Financial’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 		$5.51M Buy
110,495
+8,348
+8% +$410K ﹤0.01% 2658
2026
Q1 		$4.84M Sell
102,147
-338,445
-77% -$16.3M ﹤0.01% 2615
2025
Q4 		$21M Buy
440,592
+360,385
+449% +$17.2M 0.01% 1406
2025
Q3 		$3.82M Buy
80,207
+2,995
+4% +$139K ﹤0.01% 2664
2025
Q2 		$3.55M Sell
77,212
-13,528
-15% -$598K ﹤0.01% 2616
2025
Q1 		$3.98M Sell
90,740
-644,374
-88% -$28.4M ﹤0.01% 2478
2024
Q4 		$31.9M Buy
+735,114
New +$32.6M 0.01% 994

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

Raymond James Financial's AOM Position: Q2 2026 in Review

Raymond James Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.2% in Q2 2026, buying an estimated $410K and bringing the position to 110,495 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Raymond James Financial first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.9M in Q4 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Raymond James Financial held 110,495 shares of iShares Core Moderate Allocation ETF worth $5.51M as of Q2 2026.
  • Raymond James Financial bought 8,348 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $410K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2658 holding.
  • Raymond James Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares Core Moderate Allocation ETF position peaked at $31.9M in Q4 2024.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.