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SimpliFi Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SimpliFi Inc’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 		$430K Buy
9,085
+786
+9% +$37.9K 0.18% 29
2025
Q4 		$396K Sell
8,299
-13
-0.2% -$621 0.17% 32
2025
Q3 		$395K Sell
8,312
-131
-2% -$6.09K 0.17% 35
2025
Q2 		$389K Buy
8,443
+34
+0.4% +$1.5K 0.17% 38
2025
Q1 		$369K Buy
8,409
+72
+0.9% +$3.17K 0.17% 37
2024
Q4 		$362K Sell
8,337
-738
-8% -$32.7K 0.17% 37
2024
Q3 		$409K Buy
9,075
+76
+0.8% +$3.33K 0.18% 36
2024
Q2 		$387K Sell
8,999
-2,653
-23% -$112K 0.18% 35
2024
Q1 		$498K Buy
11,652
+712
+7% +$29.7K 0.23% 28
2023
Q4 		$426K Hold
10,940
– – 0.21% 25
2023
Q3 		$426K Sell
10,940
-118
-1% -$4.72K 0.21% 25
2023
Q2 		$447K Buy
11,058
+2,330
+27% +$93K 0.21% 26
2023
Q1 		$348K Buy
8,728
+1,863
+27% +$73.2K 0.17% 28
2022
Q4 		$261K Sell
6,865
-4,456
-39% -$169K 0.14% 24
2022
Q3 		$414K Buy
11,321
+60
+0.5% +$2.35K 0.21% 22
2022
Q2 		$439K Buy
11,261
+395
+4% +$16K 0.22% 22
2022
Q1 		$467K Sell
10,866
-6
-0.1% -$261 0.21% 22
2021
Q4 		$494K Buy
10,872
+4,112
+61% +$186K 0.22% 23
2021
Q3 		$302K Buy
6,760
+319
+5% +$14.5K 0.14% 22
2021
Q2 		$290K Buy
+6,441
New +$287K 0.13% 22

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SimpliFi Inc's AOM Position: Q1 2026 in Review

SimpliFi Inc increased its iShares Core Moderate Allocation ETF (AOM) stake by 9.5% in Q1 2026, buying an estimated $37.9K and bringing the position to 9,085 shares worth $430K. The position accounts for 0.18% of the portfolio, ranked #29.

SimpliFi Inc first reported a position in AOM in Q2 2021 and has held it in 20 quarters since. The position peaked at $498K in Q1 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • SimpliFi Inc held 9,085 shares of iShares Core Moderate Allocation ETF worth $430K as of Q1 2026.
  • SimpliFi Inc bought 786 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $37.9K.
  • iShares Core Moderate Allocation ETF made up 0.18% of SimpliFi Inc's portfolio in Q1 2026, its #29 holding.
  • SimpliFi Inc first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and has held it in 20 quarters since.
  • SimpliFi Inc's iShares Core Moderate Allocation ETF position peaked at $498K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.