SWA
AOM icon

SOA Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SOA Wealth Advisors’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 		$99K Sell
1,984
-734
-27% -$36.1K 0.02% 285
2026
Q1 		$129K Hold
2,718
– – 0.02% 246
2025
Q4 		$130K Buy
2,718
+40
+1% +$1.91K 0.02% 254
2025
Q3 		$127K Buy
2,678
+19
+0.7% +$883 0.02% 265
2025
Q2 		$122K Sell
2,659
-571
-18% -$25.2K 0.02% 254
2025
Q1 		$142K Hold
3,230
– – 0.03% 222
2024
Q4 		$140K Buy
3,230
+42
+1% +$1.86K 0.03% 220
2024
Q3 		$144K Sell
3,188
-291
-8% -$12.8K 0.03% 217
2024
Q2 		$150K Buy
3,479
+13
+0.4% +$551 0.03% 207
2024
Q1 		$148K Sell
3,466
-3,205
-48% -$134K 0.03% 207
2023
Q4 		$277K Sell
6,671
-366
-5% -$14.5K 0.06% 146
2023
Q3 		$274K Buy
7,037
+44
+0.6% +$1.76K 0.07% 138
2023
Q2 		$283K Buy
6,993
+12
+0.2% +$479 0.07% 137
2023
Q1 		$278K Buy
6,981
+190
+3% +$7.47K 0.07% 131
2022
Q4 		$258K Buy
6,791
+11
+0.2% +$417 0.07% 129
2022
Q3 		$248K Sell
6,780
-420
-6% -$16.4K 0.07% 130
2022
Q2 		$280K Buy
7,200
+685
+11% +$27.7K 0.08% 121
2022
Q1 		$279K Buy
6,515
+14
+0.2% +$610 0.07% 134
2021
Q4 		$296K Buy
6,501
+6
+0.1% +$272 0.07% 132
2021
Q3 		$290K Buy
6,495
+10
+0.2% +$454 0.07% 131
2021
Q2 		$292K Sell
6,485
-240
-4% -$10.7K 0.08% 128
2021
Q1 		$292K Sell
6,725
-414
-6% -$18K 0.08% 123
2020
Q4 		$313K Buy
+7,139
New +$301K 0.09% 114

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SOA Wealth Advisors's AOM Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 27% in Q2 2026, selling an estimated $36.1K and leaving 1,984 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #285.

SOA Wealth Advisors first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $313K in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • SOA Wealth Advisors held 1,984 shares of iShares Core Moderate Allocation ETF worth $99K as of Q2 2026.
  • SOA Wealth Advisors sold 734 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $36.1K.
  • iShares Core Moderate Allocation ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • SOA Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $313K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.