Stifel Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Stifel Financial’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	$1.79M	Sell	37,816 -2,052	-5%	-$99K	﹤0.01%	2046
2025 Q4	$1.9M	Buy	39,868 +7,628	+24%	+$365K	﹤0.01%	1970
2025 Q3	$1.53M	Buy	32,240 +15,109	+88%	+$702K	﹤0.01%	2099
2025 Q2	$789K	Buy	17,131 +4,253	+33%	+$188K	﹤0.01%	2490
2025 Q1	$565K	Sell	12,878 -18,316	-59%	-$806K	﹤0.01%	2613
2024 Q4	$1.36M	Buy	31,194 +21,305	+215%	+$945K	﹤0.01%	2057
2024 Q3	$446K	Sell	9,889 -1,014	-9%	-$44.5K	﹤0.01%	2742
2024 Q2	$469K	Sell	10,903 -150	-1%	-$6.35K	﹤0.01%	2664
2024 Q1	$473K	Sell	11,053 -14,517	-57%	-$606K	﹤0.01%	2646
2023 Q4	$1.06M	Buy	25,570 +13,324	+109%	+$528K	﹤0.01%	2109
2023 Q3	$477K	Sell	12,246 -707	-5%	-$28.3K	﹤0.01%	2515
2023 Q2	$523K	Sell	12,953 -521	-4%	-$20.8K	﹤0.01%	2493
2023 Q1	$537K	Sell	13,474 -28,814	-68%	-$1.13M	﹤0.01%	2475
2022 Q4	$1.61M	Buy	42,288 +27,330	+183%	+$1.04M	﹤0.01%	1680
2022 Q3	$548K	Sell	14,958 -8,189	-35%	-$321K	﹤0.01%	2388
2022 Q2	$902K	Buy	23,147 +10,304	+80%	+$416K	﹤0.01%	2080
2022 Q1	$552K	Sell	12,843 -41,559	-76%	-$1.81M	﹤0.01%	2524
2021 Q4	$2.47M	Buy	54,402 +45,277	+496%	+$2.05M	﹤0.01%	1465
2021 Q3	$408K	Sell	9,125 -3,850	-30%	-$175K	﹤0.01%	2695
2021 Q2	$585K	Buy	12,975 +1,578	+14%	+$70.3K	﹤0.01%	2492
2021 Q1	$496K	Buy	11,397 +88	+0.8%	+$3.83K	﹤0.01%	2495
2020 Q4	$489K	Buy	11,309 +106	+0.9%	+$4.46K	﹤0.01%	2324
2020 Q3	$460K	Sell	11,203 -22	-0.2%	-$902	﹤0.01%	2136
2020 Q2	$448K	Buy	11,225 +706	+7%	+$27.2K	﹤0.01%	2109
2020 Q1	$389K	Sell	10,519 -10,819	-51%	-$424K	﹤0.01%	2017
2019 Q4	$856K	Buy	+21,338	New	+$845K	﹤0.01%	1938
2019 Q1	–	Sell	-39,222	Closed	-$1.4M	–	2794
2018 Q4	$1.4M	Buy	+39,222	New	+$1.43M	﹤0.01%	1349
2018 Q1	–	Sell	-5,890	Closed	-$224K	–	2696
2017 Q4	$224K	Buy	+5,890	New	+$225K	﹤0.01%	2374
2017 Q1	–	Sell	-7,950	Closed	-$279K	–	2530
2016 Q4	$279K	Buy	+7,950	New	+$281K	﹤0.01%	2076

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 $322M AUM 22.19% 1-Year Est. Return

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

Stifel Financial's AOM Position: Q1 2026 in Review

Stifel Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.1% in Q1 2026, selling an estimated $99K and leaving 37,816 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Stifel Financial first reported a position in AOM in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.47M in Q4 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Stifel Financial held 37,816 shares of iShares Core Moderate Allocation ETF worth $1.79M as of Q1 2026.
Stifel Financial sold 2,052 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $99K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2046 holding.
Stifel Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 29 quarters since.
Stifel Financial's iShares Core Moderate Allocation ETF position peaked at $2.47M in Q4 2021.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.