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Royal Fund Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Royal Fund 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 		$5.23M Sell
110,496
-3,491
-3% -$168K 0.5% 76
2025
Q4 		$5.44M Buy
113,987
+70,695
+163% +$3.38M 0.49% 69
2025
Q3 		$2.06M Sell
43,292
-63,363
-59% -$2.94M 0.25% 117
2025
Q2 		$4.91M Buy
106,655
+2,511
+2% +$111K 0.49% 63
2025
Q1 		$4.58M Buy
104,144
+2,486
+2% +$109K 0.51% 66
2024
Q4 		$4.43M Buy
101,658
+1,271
+1% +$56.4K 0.41% 78
2024
Q3 		$4.54M Buy
100,387
+15,360
+18% +$674K 0.27% 96
2024
Q2 		$3.67M Buy
85,027
+2,120
+3% +$89.8K 0.3% 72
2024
Q1 		$3.55M Buy
82,907
+5,452
+7% +$228K 0.35% 84
2023
Q4 		$3.22M Buy
77,455
+140
+0.2% +$5.55K 0.36% 88
2023
Q3 		$3.01M Buy
77,315
+2,898
+4% +$116K 0.41% 84
2023
Q2 		$3.01M Sell
74,417
-1,090
-1% -$43.5K 0.37% 83
2023
Q1 		$3.01M Sell
75,507
-348
-0.5% -$13.7K 0.43% 81
2022
Q4 		$2.88M Sell
75,855
-783
-1% -$29.7K 0.46% 78
2022
Q3 		$2.81M Sell
76,638
-1,050
-1% -$41.1K 0.51% 72
2022
Q2 		$3.03M Buy
77,688
+2,143
+3% +$86.6K 0.5% 75
2022
Q1 		$3.25M Buy
75,545
+8,430
+13% +$367K 0.47% 70
2021
Q4 		$3.05M Buy
67,115
+8,020
+14% +$364K 0.44% 80
2021
Q3 		$2.64M Buy
59,095
+9,641
+19% +$437K 0.39% 87
2021
Q2 		$2.23M Buy
49,454
+6,685
+16% +$298K 0.37% 85
2021
Q1 		$1.86M Buy
42,769
+10,913
+34% +$475K 0.34% 87
2020
Q4 		$1.38M Buy
31,856
+13,586
+74% +$572K 0.29% 83
2020
Q3 		$749K Buy
18,270
+5,982
+49% +$245K 0.19% 90
2020
Q2 		$489K Buy
12,288
+6,750
+122% +$260K 0.17% 102
2020
Q1 		$203K Buy
5,538
+4,433
+401% +$174K 0.08% 140
2019
Q4 		$44K Buy
+1,105
New +$43.8K 0.01% 251

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Fund Management's AOM Position: Q1 2026 in Review

Royal Fund Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.1% in Q1 2026, selling an estimated $168K and leaving 110,496 shares worth $5.23M. The position accounts for 0.5% of the portfolio, ranked #76.

Royal Fund Management first reported a position in AOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.44M in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Royal Fund Management held 110,496 shares of iShares Core Moderate Allocation ETF worth $5.23M as of Q1 2026.
  • Royal Fund Management sold 3,491 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $168K.
  • iShares Core Moderate Allocation ETF made up 0.5% of Royal Fund Management's portfolio in Q1 2026, its #76 holding.
  • Royal Fund Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Royal Fund Management's iShares Core Moderate Allocation ETF position peaked at $5.44M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Royal Fund Management's 13F filing for Q1 2026, filed 19 May 2026.