SouthState Corp’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SouthState Corp’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	$32K	Sell	641 -22	-3%	-$1.08K	﹤0.01%	552
2026 Q1	$31.4K	Hold	663	–	–	﹤0.01%	515
2025 Q4	$31.6K	Sell	663 -157	-19%	-$7.5K	﹤0.01%	507
2025 Q3	$39K	Sell	820 -199	-20%	-$9.25K	﹤0.01%	490
2025 Q2	$46.9K	Sell	1,019 -1,343	-57%	-$59.3K	﹤0.01%	517
2025 Q1	$104K	Buy	+2,362	New	+$104K	﹤0.01%	421

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

SouthState Corp's AOM Position: Q2 2026 in Review

SouthState Corp reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.3% in Q2 2026, selling an estimated $1.08K and leaving 641 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

SouthState Corp first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $104K in Q1 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

SouthState Corp held 641 shares of iShares Core Moderate Allocation ETF worth $32K as of Q2 2026.
SouthState Corp sold 22 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.08K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #552 holding.
SouthState Corp first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's iShares Core Moderate Allocation ETF position peaked at $104K in Q1 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.