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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
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
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

Salomon & Ludwin's AOM Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.34% in Q1 2026, selling an estimated $289 and leaving 1,738 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #296.

Salomon & Ludwin first reported a position in AOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $165K in Q1 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Salomon & Ludwin held 1,738 shares of iShares Core Moderate Allocation ETF worth $82.1K as of Q1 2026.
  • Salomon & Ludwin sold 6 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $289.
  • iShares Core Moderate Allocation ETF made up 0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #296 holding.
  • Salomon & Ludwin first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 11 quarters since.
  • Salomon & Ludwin's iShares Core Moderate Allocation ETF position peaked at $165K in Q1 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.