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Sound Income Strategies’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sound Income Strategies’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 		– Sell
-649
Closed -$30.9K – 571
2026
Q1 		$30.9K Hold
649
– – ﹤0.01% 1009
2025
Q4 		$31.3K Buy
649
+17
+3% +$813 ﹤0.01% 977
2025
Q3 		$30K Sell
632
-400
-39% -$18.6K ﹤0.01% 701
2025
Q2 		$47.5K Buy
+1,032
New +$45.6K ﹤0.01% 531

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's AOM Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 649 shares — an estimated $30.9K sold.

Sound Income Strategies first reported a position in AOM in Q2 2025 and held it in 4 quarters. The position peaked at $47.5K in Q2 2025. 254 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 649 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $30.9K.
  • Sound Income Strategies first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and held it in 4 quarters.
  • Sound Income Strategies's iShares Core Moderate Allocation ETF position peaked at $47.5K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.