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

Ritholtz 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 Q2	$914K	Sell	18,319 -1,051	-5%	-$51.6K	0.01%	647
2026 Q1	$918K	Sell	19,370 -1,143	-6%	-$55.1K	0.02%	569
2025 Q4	$979K	Buy	20,513 +884	+5%	+$42.3K	0.02%	533
2025 Q3	$934K	Sell	19,629 -70	-0.4%	-$3.25K	0.02%	518
2025 Q2	$907K	Sell	19,699 -731	-4%	-$32.3K	0.02%	476
2025 Q1	$896K	Sell	20,430 -648	-3%	-$28.5K	0.03%	430
2024 Q4	$916K	Sell	21,078 -191	-0.9%	-$8.47K	0.03%	387
2024 Q3	$959K	Sell	21,269 -1,495	-7%	-$65.6K	0.03%	379
2024 Q2	$979K	Sell	22,764 -692	-3%	-$29.3K	0.03%	355
2024 Q1	$1M	Sell	23,456 -6	-0%	-$251	0.03%	357
2023 Q4	$974K	Buy	23,462 +1,653	+8%	+$65.5K	0.04%	328
2023 Q3	$849K	Sell	21,809 -1,235	-5%	-$49.4K	0.04%	326
2023 Q2	$931K	Buy	23,044 +1,818	+9%	+$72.6K	0.04%	292
2023 Q1	$846K	Buy	21,226 +1,165	+6%	+$45.8K	0.04%	299
2022 Q4	$763K	Sell	20,061 -4,816	-19%	-$183K	0.04%	287
2022 Q3	$911K	Sell	24,877 -18,299	-42%	-$717K	0.05%	262
2022 Q2	$1.68M	Buy	43,176 +18,919	+78%	+$765K	0.11%	117
2022 Q1	$1.04M	Sell	24,257 -124	-0.5%	-$5.4K	0.07%	176
2021 Q4	$1.11M	Buy	24,381 +298	+1%	+$13.5K	0.07%	155
2021 Q3	$1.08M	Sell	24,083 -1,561	-6%	-$70.8K	0.07%	130
2021 Q2	$1.16M	Sell	25,644 -386	-1%	-$17.2K	0.08%	119
2021 Q1	$1.13M	Buy	26,030 +2,322	+10%	+$101K	0.09%	100
2020 Q4	$1.02M	Buy	23,708 +487	+2%	+$20.5K	0.1%	88
2020 Q3	$953K	Buy	23,221 +3,386	+17%	+$139K	0.11%	79
2020 Q2	$791K	Buy	19,835 +2,347	+13%	+$90.6K	0.1%	81
2020 Q1	$642K	Buy	17,488 +603	+4%	+$23.6K	0.1%	66
2019 Q4	$678K	Sell	16,885 -874	-5%	-$34.6K	0.1%	68
2019 Q3	$698K	Buy	17,759 +1,229	+7%	+$47.9K	0.11%	63
2019 Q2	$645K	Buy	16,530 +4,801	+41%	+$184K	0.11%	59
2019 Q1	$446K	Sell	11,729 -1,129	-9%	-$41.9K	0.08%	78
2018 Q4	$459K	Buy	12,858 +5,826	+83%	+$212K	0.1%	73
2018 Q3	$266K	Buy	+7,032	New	+$265K	0.07%	96

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ritholtz Wealth Management's AOM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.4% in Q2 2026, selling an estimated $51.6K and leaving 18,319 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #647.

Ritholtz Wealth Management first reported a position in AOM in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.68M in Q2 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Ritholtz Wealth Management held 18,319 shares of iShares Core Moderate Allocation ETF worth $914K as of Q2 2026.
Ritholtz Wealth Management sold 1,051 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $51.6K.
iShares Core Moderate Allocation ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #647 holding.
Ritholtz Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2018 and has held it in 32 quarters since.
Ritholtz Wealth Management's iShares Core Moderate Allocation ETF position peaked at $1.68M in Q2 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.