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

Spire 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 		$20.2K Hold
405
– – ﹤0.01% 1438
2026
Q1 		$19.2K Hold
405
– – ﹤0.01% 1436
2025
Q4 		$19.3K Hold
405
– – ﹤0.01% 1494
2025
Q3 		$19.3K Sell
405
-22
-5% -$1.02K ﹤0.01% 1542
2025
Q2 		$19.6K Sell
427
-215
-33% -$9.5K ﹤0.01% 1524
2025
Q1 		$28.2K Sell
642
-550
-46% -$24.2K ﹤0.01% 1498
2024
Q4 		$51.8K Hold
1,192
– – ﹤0.01% 1268
2024
Q3 		$53.8K Sell
1,192
-102
-8% -$4.47K ﹤0.01% 1107
2024
Q2 		$55.7K Sell
1,294
-170
-12% -$7.2K ﹤0.01% 1080
2024
Q1 		$62.6K Sell
1,464
-173
-11% -$7.23K ﹤0.01% 1139
2023
Q4 		$67.3K Sell
1,637
-2,724
-62% -$108K ﹤0.01% 1109
2023
Q3 		$170K Sell
4,361
-15,486
-78% -$619K 0.01% 762
2023
Q2 		$802K Sell
19,847
-418
-2% -$16.7K 0.03% 388
2023
Q1 		$808K Sell
20,265
-335
-2% -$13.2K 0.03% 382
2022
Q4 		$783K Sell
20,600
-481
-2% -$18.2K 0.04% 272
2022
Q3 		$772K Sell
21,081
-1,086
-5% -$42.5K 0.05% 260
2022
Q2 		$864K Sell
22,167
-3,272
-13% -$132K 0.04% 358
2022
Q1 		$1.09M Sell
25,439
-722
-3% -$31.4K 0.03% 371
2021
Q4 		$1.19M Buy
26,161
+3,738
+17% +$169K 0.03% 421
2021
Q3 		$1.01M Buy
22,423
+3,308
+17% +$150K 0.03% 412
2021
Q2 		$915K Buy
19,115
+1,895
+11% +$84.4K 0.02% 453
2021
Q1 		$750K Buy
+17,220
New +$750K 0.02% 534

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

Spire Wealth Management's AOM Position: Q2 2026 in Review

Spire Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 405 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Spire Wealth Management first reported a position in AOM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.19M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Spire Wealth Management held 405 shares of iShares Core Moderate Allocation ETF worth $20.2K as of Q2 2026.
  • Spire Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1438 holding.
  • Spire Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core Moderate Allocation ETF position peaked at $1.19M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.