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Sigma Planning Corp’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sigma Planning Corp’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 		$552K Sell
11,659
-2,782
-19% -$134K 0.02% 787
2025
Q4 		$689K Buy
14,441
+1,116
+8% +$53.4K 0.02% 676
2025
Q3 		$634K Sell
13,325
-511
-4% -$23.7K 0.02% 717
2025
Q2 		$637K Sell
13,836
-6,288
-31% -$278K 0.02% 686
2025
Q1 		$883K Sell
20,124
-2,466
-11% -$109K 0.03% 534
2024
Q4 		$981K Buy
22,590
+1,873
+9% +$83.1K 0.03% 491
2024
Q3 		$935K Buy
20,717
+686
+3% +$30.1K 0.03% 524
2024
Q2 		$862K Sell
20,031
-5,741
-22% -$243K 0.03% 524
2024
Q1 		$1.1M Buy
25,772
+12,406
+93% +$518K 0.03% 469
2023
Q4 		$555K Buy
13,366
+283
+2% +$11.2K 0.04% 425
2023
Q3 		$509K Buy
13,083
+46
+0.4% +$1.84K 0.02% 709
2023
Q2 		$527K Buy
13,037
+2,609
+25% +$104K 0.02% 716
2023
Q1 		$416K Buy
10,428
+61
+0.6% +$2.4K 0.01% 880
2022
Q4 		$394K Buy
10,367
+93
+0.9% +$3.53K 0.01% 861
2022
Q3 		$376K Buy
10,274
+435
+4% +$17K 0.01% 849
2022
Q2 		$383K Buy
9,839
+2
+0% +$81 0.01% 868
2022
Q1 		$423K Sell
9,837
-423
-4% -$18.4K 0.01% 909
2021
Q4 		$467K Buy
10,260
+8
+0.1% +$363 0.01% 884
2021
Q3 		$459K Sell
10,252
-1,728
-14% -$78.4K 0.01% 858
2021
Q2 		$540K Sell
11,980
-330
-3% -$14.7K 0.02% 800
2021
Q1 		$536K Buy
12,310
+73
+0.6% +$3.18K 0.02% 741
2020
Q4 		$529K Sell
12,237
-672
-5% -$28.3K 0.02% 673
2020
Q3 		$530K Buy
12,909
+1,140
+10% +$46.7K 0.02% 587
2020
Q2 		$469K Sell
11,769
-282
-2% -$10.9K 0.02% 615
2020
Q1 		$443K Buy
12,051
+3,297
+38% +$129K 0.03% 523
2019
Q4 		$351K Buy
8,754
+304
+4% +$12K 0.01% 722
2019
Q3 		$332K Buy
8,450
+235
+3% +$9.15K 0.02% 722
2019
Q2 		$321K Buy
8,215
+509
+7% +$19.5K 0.02% 704
2019
Q1 		$293K Sell
7,706
-2,473
-24% -$91.7K 0.02% 694
2018
Q4 		$363K Sell
10,179
-16,200
-61% -$591K 0.03% 535
2018
Q3 		$1M Buy
26,379
+1,628
+7% +$61.4K 0.06% 301
2018
Q2 		$929K Buy
+24,751
New +$931K 0.06% 306

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

Sigma Planning Corp's AOM Position: Q1 2026 in Review

Sigma Planning Corp reduced its iShares Core Moderate Allocation ETF (AOM) stake by 19% in Q1 2026, selling an estimated $134K and leaving 11,659 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #787.

Sigma Planning Corp first reported a position in AOM in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.1M in Q1 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Sigma Planning Corp held 11,659 shares of iShares Core Moderate Allocation ETF worth $552K as of Q1 2026.
  • Sigma Planning Corp sold 2,782 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $134K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #787 holding.
  • Sigma Planning Corp first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and has held it in 32 quarters since.
  • Sigma Planning Corp's iShares Core Moderate Allocation ETF position peaked at $1.1M in Q1 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.