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Smartleaf Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Smartleaf Asset 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 		$12.6K Hold
270
– – ﹤0.01% 2203
2025
Q4 		$12.9K Buy
270
+31
+13% +$1.48K ﹤0.01% 2269
2025
Q3 		$11.3K Hold
239
– – ﹤0.01% 2059
2025
Q2 		$11K Buy
+239
New +$10.6K ﹤0.01% 1799

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

Smartleaf Asset Management's AOM Position: Q1 2026 in Review

Smartleaf Asset Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 270 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Smartleaf Asset Management first reported a position in AOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.9K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Smartleaf Asset Management held 270 shares of iShares Core Moderate Allocation ETF worth $12.6K as of Q1 2026.
  • Smartleaf Asset Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2203 holding.
  • Smartleaf Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • Smartleaf Asset Management's iShares Core Moderate Allocation ETF position peaked at $12.9K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.