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Sentinus LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sentinus LLC’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 		$1.13M Buy
23,839
+1,829
+8% +$88.2K 0.1% 159
2025
Q4 		$1.05M Buy
22,010
+1,318
+6% +$63K 0.1% 164
2025
Q3 		$985K Sell
20,692
-199
-1% -$9.25K 0.21% 76
2025
Q2 		$962K Buy
20,891
+5,513
+36% +$244K 0.24% 72
2025
Q1 		$675K Sell
15,378
-1,697
-10% -$74.7K 0.19% 86
2024
Q4 		$742K Sell
17,075
-11,953
-41% -$530K 0.22% 76
2024
Q3 		$729K Sell
29,028
-13,254
-31% -$581K 0.22% 82
2024
Q2 		$1.82M Sell
42,282
-6,842
-14% -$290K 0.59% 39
2024
Q1 		$2.1M Buy
+49,124
New +$2.05M 0.74% 32
2023
Q2 		$1.54M Sell
38,010
-629
-2% -$25.1K 0.49% 37
2023
Q1 		$1.54M Buy
38,639
+15,648
+68% +$615K 0.52% 41
2022
Q4 		$874K Buy
22,991
+3,068
+15% +$116K 0.51% 40
2022
Q3 		$729K Buy
+19,923
New +$780K 0.46% 47

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

Sentinus LLC's AOM Position: Q1 2026 in Review

Sentinus LLC increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.3% in Q1 2026, buying an estimated $88.2K and bringing the position to 23,839 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #159.

Sentinus LLC first reported a position in AOM in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.1M in Q1 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Sentinus LLC held 23,839 shares of iShares Core Moderate Allocation ETF worth $1.13M as of Q1 2026.
  • Sentinus LLC bought 1,829 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $88.2K.
  • iShares Core Moderate Allocation ETF made up 0.1% of Sentinus LLC's portfolio in Q1 2026, its #159 holding.
  • Sentinus LLC first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and has held it in 13 quarters since.
  • Sentinus LLC's iShares Core Moderate Allocation ETF position peaked at $2.1M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Sentinus LLC's 13F filing for Q1 2026, filed 6 May 2026.