Smith Partners Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Smith Partners Wealth 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 Q2	$260K	Buy	5,215 +412	+9%	+$20.2K	0.21%	56
2026 Q1	$228K	Sell	4,803 -1,858	-28%	-$89.6K	0.2%	70
2025 Q4	$318K	Buy	+6,661	New	+$318K	0.29%	52

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

Smith Partners Wealth Management's AOM Position: Q2 2026 in Review

Smith Partners Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.6% in Q2 2026, buying an estimated $20.2K and bringing the position to 5,215 shares worth $260K. The position accounts for 0.21% of the portfolio, ranked #56.

Smith Partners Wealth Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Smith Partners Wealth Management held 5,215 shares of iShares Core Moderate Allocation ETF worth $260K as of Q2 2026.
Smith Partners Wealth Management bought 412 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $20.2K.
iShares Core Moderate Allocation ETF made up 0.21% of Smith Partners Wealth Management's portfolio in Q2 2026, its #56 holding.
Smith Partners Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
Smith Partners Wealth Management's iShares Core Moderate Allocation ETF position peaked at $318K in Q4 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Smith Partners Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.