Steward Partners Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Steward Partners Investment Advisory’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 Q1	$670K	Sell	14,152 -1,865	-12%	-$89.9K	﹤0.01%	1369
2025 Q4	$765K	Buy	16,017 +1,245	+8%	+$59.5K	﹤0.01%	1197
2025 Q3	$703K	Sell	14,772 -62	-0.4%	-$2.88K	﹤0.01%	1208
2025 Q2	$683K	Buy	14,834 +67	+0.5%	+$2.96K	0.01%	1155
2025 Q1	$648K	Sell	14,767 -3,314	-18%	-$146K	0.01%	1109
2024 Q4	$785K	Buy	18,081 +6,114	+51%	+$271K	0.01%	959
2024 Q3	$540K	Buy	11,967 +2,435	+26%	+$107K	0.01%	1080
2024 Q2	$410K	Hold	9,532	–	–	﹤0.01%	1143
2024 Q1	$408K	Buy	9,532 +44	+0.5%	+$1.84K	﹤0.01%	1143
2023 Q4	$394K	Hold	9,488	–	–	0.01%	1102
2023 Q3	$369K	Buy	9,488 +1,931	+26%	+$77.2K	0.01%	1037
2023 Q2	$305K	Hold	7,557	–	–	﹤0.01%	1115
2023 Q1	$301K	Buy	7,557 +168	+2%	+$6.6K	﹤0.01%	1108
2022 Q4	$281K	Sell	7,389 -31,598	-81%	-$1.2M	﹤0.01%	1105
2022 Q3	$1.43M	Buy	38,987 +11,336	+41%	+$444K	0.03%	529
2022 Q2	$1.08M	Sell	27,651 -12,155	-31%	-$491K	0.02%	608
2022 Q1	$1.71M	Sell	39,806 -10,571	-21%	-$460K	0.03%	528
2021 Q4	$2.29M	Buy	50,377 +20,192	+67%	+$915K	0.03%	459
2021 Q3	$1.35M	Buy	30,185 +1,038	+4%	+$47.1K	0.02%	565
2021 Q2	$1.31M	Buy	29,147 +3,832	+15%	+$171K	0.02%	579
2021 Q1	$1.1M	Buy	25,315 +4,729	+23%	+$206K	0.02%	614
2020 Q4	$889K	Buy	20,586 +1,605	+8%	+$67.6K	0.02%	597
2020 Q3	$779K	Sell	18,981 -830	-4%	-$34K	0.02%	550
2020 Q2	$790K	Buy	19,811 +1,047	+6%	+$40.4K	0.02%	514
2020 Q1	$689K	Hold	18,764	–	–	0.03%	486
2019 Q4	$753K	Buy	18,764 +240	+1%	+$9.51K	0.02%	526
2019 Q3	$727K	Sell	18,524 -1,415	-7%	-$55.1K	0.02%	490
2019 Q2	$778K	Buy	19,939 +103	+0.5%	+$3.94K	0.03%	445
2019 Q1	$754K	Buy	19,836 +1,703	+9%	+$63.2K	0.03%	421
2018 Q4	$647K	Buy	18,133 +95	+0.5%	+$3.46K	0.03%	424
2018 Q3	$683K	Buy	18,038 +138	+0.8%	+$5.21K	0.03%	435
2018 Q2	$672K	Hold	17,900	–	–	0.04%	399
2018 Q1	$676K	Hold	17,900	–	–	0.05%	354
2017 Q4	$680K	Hold	17,900	–	–	0.05%	305
2017 Q3	$679K	Hold	17,900	–	–	0.07%	245
2017 Q2	$667K	Hold	17,900	–	–	0.07%	234
2017 Q1	$650K	Hold	17,900	–	–	0.1%	176
2016 Q4	$630K	Buy	+17,900	New	+$633K	0.29%	86

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's AOM Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its iShares Core Moderate Allocation ETF (AOM) stake by 12% in Q1 2026, selling an estimated $89.9K and leaving 14,152 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Steward Partners Investment Advisory first reported a position in AOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.29M in Q4 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Steward Partners Investment Advisory held 14,152 shares of iShares Core Moderate Allocation ETF worth $670K as of Q1 2026.
Steward Partners Investment Advisory sold 1,865 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $89.9K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1369 holding.
Steward Partners Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 38 quarters since.
Steward Partners Investment Advisory's iShares Core Moderate Allocation ETF position peaked at $2.29M in Q4 2021.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.