Richard Bernstein Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Richard Bernstein Advisors's AOM Position: Q1 2026 in Review
Richard Bernstein Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 7.7% in Q1 2026, buying an estimated $193 and bringing the position to 56 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #226.
Richard Bernstein Advisors first reported a position in AOM in Q1 2023 and has held it in 10 quarters since. The position peaked at $344K in Q3 2023. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Richard Bernstein Advisors held 56 shares of iShares Core Moderate Allocation ETF worth $2.63K as of Q1 2026.
- Richard Bernstein Advisors bought 4 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $193.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Richard Bernstein Advisors's portfolio in Q1 2026, its #226 holding.
- Richard Bernstein Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and has held it in 10 quarters since.
- Richard Bernstein Advisors's iShares Core Moderate Allocation ETF position peaked at $344K in Q3 2023.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.