Signet Financial Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Signet Financial Management’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	$207K	Buy	+4,372	New	+$211K	0.02%	294
2022 Q1	–	Sell	-983	Closed	-$45K	–	310
2021 Q4	$45K	Buy	+983	New	+$44.6K	0.01%	508
2018 Q3	–	Sell	-50	Closed	-$2K	–	968
2018 Q2	$2K	Hold	50	–	–	﹤0.01%	803
2018 Q1	$2K	Buy	+50	New	+$1.91K	﹤0.01%	739

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Signet Financial Management's AOM Position: Q1 2026 in Review

Signet Financial Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 4,372 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: Signet Financial Management previously reported a position in AOM as recently as Q4 2021.

Signet Financial Management first reported a position in AOM in Q1 2018 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Signet Financial Management held 4,372 shares of iShares Core Moderate Allocation ETF worth $207K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new Signet Financial Management position in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.02% of Signet Financial Management's portfolio in Q1 2026, its #294 holding.
Signet Financial Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 4 quarters since.
294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.