SW
AOM icon

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

SteelPeak Wealth’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 		$666K Buy
13,349
+396
+3% +$19.5K 0.02% 382
2026
Q1 		$614K Sell
12,953
-1,438
-10% -$69.3K 0.02% 355
2025
Q4 		$687K Sell
14,391
-716
-5% -$34.2K 0.02% 318
2025
Q3 		$719K Sell
15,107
-8
-0.1% -$372 0.02% 344
2025
Q2 		$696K Buy
15,115
+4
+0% +$177 0.03% 319
2025
Q1 		$663K Sell
15,111
-1,482
-9% -$65.2K 0.03% 310
2024
Q4 		$721K Sell
16,593
-973
-6% -$43.2K 0.03% 291
2024
Q3 		$792K Buy
17,566
+277
+2% +$12.1K 0.03% 261
2024
Q2 		$744K Buy
17,289
+380
+2% +$16.1K 0.03% 258
2024
Q1 		$723K Buy
16,909
+837
+5% +$35K 0.04% 256
2023
Q4 		$667K Sell
16,072
-366
-2% -$14.5K 0.04% 253
2023
Q3 		$640K Sell
16,438
-975
-6% -$39K 0.04% 223
2023
Q2 		$704K Sell
17,413
-43
-0.2% -$1.72K 0.04% 210
2023
Q1 		$696K Buy
17,456
+694
+4% +$27.3K 0.05% 195
2022
Q4 		$637K Sell
16,762
-254
-1% -$9.63K 0.05% 212
2022
Q3 		$623K Sell
17,016
-413
-2% -$16.2K 0.05% 214
2022
Q2 		$679K Sell
17,429
-535
-3% -$21.6K 0.05% 212
2022
Q1 		$772K Sell
17,964
-1,492
-8% -$65K 0.04% 216
2021
Q4 		$885K Buy
19,456
+55
+0.3% +$2.49K 0.05% 188
2021
Q3 		$868K Buy
19,401
+69
+0.4% +$3.13K 0.06% 178
2021
Q2 		$871K Sell
19,332
-940
-5% -$41.9K 0.06% 190
2021
Q1 		$883K Sell
20,272
-1,280
-6% -$55.7K 0.07% 175
2020
Q4 		$931K Buy
21,552
+59
+0.3% +$2.48K 0.08% 166
2020
Q3 		$882K Sell
21,493
-21
-0.1% -$861 0.09% 147
2020
Q2 		$858K Buy
+21,514
New +$830K 0.11% 134

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

SteelPeak Wealth's AOM Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.1% in Q2 2026, buying an estimated $19.5K and bringing the position to 13,349 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #382.

SteelPeak Wealth first reported a position in AOM in Q2 2020 and has held it in 25 quarters since. The position peaked at $931K in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • SteelPeak Wealth held 13,349 shares of iShares Core Moderate Allocation ETF worth $666K as of Q2 2026.
  • SteelPeak Wealth bought 396 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Core Moderate Allocation ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #382 holding.
  • SteelPeak Wealth first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and has held it in 25 quarters since.
  • SteelPeak Wealth's iShares Core Moderate Allocation ETF position peaked at $931K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.