Silver Oak Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Silver Oak Securities’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	$273K	Buy	+5,480	New	+$269K	0.02%	670
2024 Q4	–	Sell	-13,422	Closed	-$606K	–	631
2024 Q3	$606K	Buy	13,422 +1,871	+16%	+$82K	0.06%	295
2024 Q2	$497K	Sell	11,551 -587	-5%	-$24.9K	0.07%	223
2024 Q1	$519K	Sell	12,138 -2,094	-15%	-$87.5K	0.08%	222
2023 Q4	$591K	Buy	14,232 +6,470	+83%	+$256K	0.08%	246
2023 Q3	$302K	Sell	7,762 -3,686	-32%	-$147K	0.07%	228
2023 Q2	$463K	Buy	11,448 +37	+0.3%	+$1.48K	0.07%	238
2023 Q1	$455K	Buy	+11,411	New	+$448K	0.07%	207
2022 Q4	–	Sell	-7,762	Closed	-$302K	–	312
2022 Q3	$302K	Buy	+7,762	New	+$304K	0.07%	228
2022 Q2	–	Sell	-5,489	Closed	-$231K	–	279
2022 Q1	$231K	Buy	+5,489	New	+$239K	0.05%	268

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

Silver Oak Securities's AOM Position: Q2 2026 in Review

Silver Oak Securities opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 5,480 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #670 among its holdings. This is a return to the name: Silver Oak Securities previously reported a position in AOM as recently as Q3 2024.

Silver Oak Securities first reported a position in AOM in Q1 2022 and has held it in 10 quarters since. The position peaked at $606K in Q3 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Silver Oak Securities held 5,480 shares of iShares Core Moderate Allocation ETF worth $273K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Silver Oak Securities position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #670 holding.
Silver Oak Securities first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 10 quarters since.
Silver Oak Securities's iShares Core Moderate Allocation ETF position peaked at $606K in Q3 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.