Rockefeller Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Rockefeller Capital 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	$296K	Buy	5,923 +57	+1%	+$2.8K	﹤0.01%	2383
2026 Q1	$278K	Sell	5,866 -163	-3%	-$7.86K	﹤0.01%	2300
2025 Q4	$288K	Buy	6,029 +10	+0.2%	+$478	﹤0.01%	2179
2025 Q3	$286K	Buy	+6,019	New	+$280K	﹤0.01%	2043
2023 Q1	–	Sell	-19,695	Closed	-$748K	–	2066
2022 Q4	$748K	Buy	19,695 +17,587	+834%	+$667K	﹤0.01%	1117
2022 Q3	$77K	Sell	2,108 -1,162	-36%	-$45.5K	﹤0.01%	2131
2022 Q2	$127K	Buy	+3,270	New	+$132K	﹤0.01%	1822
2022 Q1	–	Sell	-3,624	Closed	-$164K	–	3855
2021 Q4	$164K	Buy	+3,624	New	+$164K	﹤0.01%	1726

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

Rockefeller Capital Management's AOM Position: Q2 2026 in Review

Rockefeller Capital Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.97% in Q2 2026, buying an estimated $2.8K and bringing the position to 5,923 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Rockefeller Capital Management first reported a position in AOM in Q4 2021 and has held it in 8 quarters since. The position peaked at $748K in Q4 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Rockefeller Capital Management held 5,923 shares of iShares Core Moderate Allocation ETF worth $296K as of Q2 2026.
Rockefeller Capital Management bought 57 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.8K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2383 holding.
Rockefeller Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's iShares Core Moderate Allocation ETF position peaked at $748K in Q4 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.