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 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 $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Capital Management's AOM Position: Q1 2026 in Review

Rockefeller Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.7% in Q1 2026, selling an estimated $7.86K and leaving 5,866 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

Rockefeller Capital Management first reported a position in AOM in Q4 2021 and has held it in 7 quarters since. The position peaked at $748K in Q4 2022. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Rockefeller Capital Management held 5,866 shares of iShares Core Moderate Allocation ETF worth $278K as of Q1 2026.
Rockefeller Capital Management sold 163 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $7.86K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2300 holding.
Rockefeller Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 7 quarters since.
Rockefeller Capital Management's iShares Core Moderate Allocation ETF position peaked at $748K in Q4 2022.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.