Sanctuary Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sanctuary Advisors’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	$203K	Buy	+4,285	New	+$207K	﹤0.01%	2369
2025 Q4	–	Sell	-4,932	Closed	-$235K	–	2421
2025 Q3	$235K	Buy	4,932 +174	+4%	+$8.09K	﹤0.01%	2162
2025 Q2	$219K	Buy	+4,758	New	+$210K	﹤0.01%	2106
2024 Q4	–	Sell	-10,721	Closed	-$475K	–	2387
2024 Q3	$475K	Buy	+10,721	New	+$470K	﹤0.01%	1727

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

Sanctuary Advisors's AOM Position: Q1 2026 in Review

Sanctuary Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 4,285 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2369 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in AOM as recently as Q3 2025.

Sanctuary Advisors first reported a position in AOM in Q3 2024 and has held it in 4 quarters since. The position peaked at $475K in Q3 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Sanctuary Advisors held 4,285 shares of iShares Core Moderate Allocation ETF worth $203K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new Sanctuary Advisors position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2369 holding.
Sanctuary Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 4 quarters since.
Sanctuary Advisors's iShares Core Moderate Allocation ETF position peaked at $475K in Q3 2024.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.