SSA Swiss Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SSA Swiss 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	$200K	Hold	4,003	–	–	0.07%	84
2026 Q1	$190K	Hold	4,003	–	–	0.09%	73
2025 Q4	$191K	Sell	4,003 -430	-10%	-$20.6K	0.09%	71
2025 Q3	$211K	Hold	4,433	–	–	0.1%	74
2025 Q2	$204K	Sell	4,433 -66,469	-94%	-$2.94M	0.1%	71
2025 Q1	$3.11M	Buy	+70,902	New	+$3.12M	1.59%	25

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

SSA Swiss Advisors's AOM Position: Q2 2026 in Review

SSA Swiss Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 4,003 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #84.

SSA Swiss Advisors first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.11M in Q1 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

SSA Swiss Advisors held 4,003 shares of iShares Core Moderate Allocation ETF worth $200K as of Q2 2026.
SSA Swiss Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.07% of SSA Swiss Advisors's portfolio in Q2 2026, its #84 holding.
SSA Swiss Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
SSA Swiss Advisors's iShares Core Moderate Allocation ETF position peaked at $3.11M in Q1 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.