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

Rossby 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
Q1 		$58.8K Hold
1,236
– – 0.01% 698
2025
Q4 		$59K Hold
1,236
– – 0.02% 518
2025
Q3 		$59K Hold
1,236
– – 0.02% 509
2025
Q2 		$56.9K Hold
1,236
– – 0.02% 475
2025
Q1 		$54K Buy
+1,236
New +$54.4K 0.02% 465

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial's AOM Position: Q1 2026 in Review

Rossby Financial held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 1,236 shares worth $58.8K. The position accounts for 0.01% of the portfolio, ranked #698.

Rossby Financial first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $59K in Q3 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Rossby Financial held 1,236 shares of iShares Core Moderate Allocation ETF worth $58.8K as of Q1 2026.
  • Rossby Financial left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #698 holding.
  • Rossby Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's iShares Core Moderate Allocation ETF position peaked at $59K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.