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

Sightline Wealth 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 Q2	–	Sell	-5,113	Closed	-$242K	–	94
2026 Q1	$242K	Sell	5,113 -359	-7%	-$17.3K	0.1%	73
2025 Q4	$261K	Sell	5,472 -252	-4%	-$12K	0.11%	78
2025 Q3	$272K	Buy	5,724 +336	+6%	+$15.6K	0.12%	74
2025 Q2	$248K	Buy	+5,388	New	+$238K	0.12%	71

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

Sightline Wealth Advisors's AOM Position: Q2 2026 in Review

Sightline Wealth Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 5,113 shares — an estimated $242K sold.

Sightline Wealth Advisors first reported a position in AOM in Q2 2025 and held it in 4 quarters. The position peaked at $272K in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Sightline Wealth Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
Sightline Wealth Advisors sold 5,113 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $242K.
Sightline Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and held it in 4 quarters.
Sightline Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $272K in Q3 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.