RWA Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

RWA Wealth Partners’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	–	Sell	-4,742	Closed	-$225K	–	646
2026 Q1	$225K	Buy	4,742 +113	+2%	+$5.45K	﹤0.01%	593
2025 Q4	$221K	Sell	4,629 -862	-16%	-$41.2K	﹤0.01%	582
2025 Q3	$261K	Buy	+5,491	New	+$255K	﹤0.01%	551
2018 Q3	–	Sell	-287	Closed	-$11K	–	251
2018 Q2	$11K	Buy	287 +185	+181%	+$6.96K	﹤0.01%	598
2018 Q1	$4K	Buy	+102	New	+$3.89K	﹤0.01%	500

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

RWA Wealth Partners's AOM Position: Q2 2026 in Review

RWA Wealth Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 4,742 shares — an estimated $225K sold.

RWA Wealth Partners first reported a position in AOM in Q1 2018 and held it in 5 quarters. The position peaked at $261K in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

RWA Wealth Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
RWA Wealth Partners sold 4,742 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $225K.
RWA Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and held it in 5 quarters.
RWA Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $261K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.