Seeds Investor’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Seeds Investor’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	$2.09M	Sell	41,898 -28,930	-41%	-$1.42M	0.21%	103
2026 Q1	$3.44M	Sell	70,828 -9,033	-11%	-$436K	0.47%	50
2025 Q4	$3.81M	Sell	79,861 -11,843	-13%	-$566K	0.73%	33
2025 Q3	$4.36M	Buy	91,704 +21,470	+31%	+$998K	0.92%	26
2025 Q2	$3.23M	Buy	70,234 +63,195	+898%	+$2.79M	0.76%	31
2025 Q1	$309K	Buy	+7,039	New	+$310K	0.09%	170

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

Seeds Investor's AOM Position: Q2 2026 in Review

Seeds Investor reduced its iShares Core Moderate Allocation ETF (AOM) stake by 41% in Q2 2026, selling an estimated $1.42M and leaving 41,898 shares worth $2.09M. The position accounts for 0.21% of the portfolio, ranked #103.

Seeds Investor first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.36M in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Seeds Investor held 41,898 shares of iShares Core Moderate Allocation ETF worth $2.09M as of Q2 2026.
Seeds Investor sold 28,930 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.42M.
iShares Core Moderate Allocation ETF made up 0.21% of Seeds Investor's portfolio in Q2 2026, its #103 holding.
Seeds Investor first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
Seeds Investor's iShares Core Moderate Allocation ETF position peaked at $4.36M in Q3 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.