Salomon & Ludwin’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Salomon & Ludwin’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	$86.5K	Hold	1,738	–	–	0.01%	314
2026 Q1	$82.1K	Sell	1,738 -6	-0.3%	-$289	0.01%	296
2025 Q4	$83.8K	Hold	1,744	–	–	0.01%	277
2025 Q3	$83K	Sell	1,744 -36	-2%	-$1.67K	0.01%	265
2025 Q2	$81.5K	Hold	1,780	–	–	0.01%	208
2025 Q1	$78.1K	Hold	1,780	–	–	0.01%	199
2024 Q4	$77.3K	Sell	1,780 -45	-2%	-$2K	0.01%	202
2024 Q3	$82.3K	Hold	1,825	–	–	0.01%	210
2024 Q2	$78.5K	Sell	1,825 -2,040	-53%	-$86.4K	0.01%	217
2024 Q1	$165K	Hold	3,865	–	–	0.01%	204
2023 Q4	$150K	Hold	3,865	–	–	0.02%	190
2023 Q3	$150K	Buy	+3,865	New	+$154K	0.02%	190

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

Salomon & Ludwin's AOM Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 1,738 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #314.

Salomon & Ludwin first reported a position in AOM in Q3 2023 and has held it in 12 quarters since. The position peaked at $165K in Q1 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Salomon & Ludwin held 1,738 shares of iShares Core Moderate Allocation ETF worth $86.5K as of Q2 2026.
Salomon & Ludwin left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #314 holding.
Salomon & Ludwin first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Core Moderate Allocation ETF position peaked at $165K in Q1 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.