StoneX Group
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StoneX Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

StoneX Group’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
Q3 		$586K Buy
+11,960
New +$591K 0.02% 608
2026
Q1 		– Sell
-9,135
Closed -$436K – 928
2025
Q4 		$436K Sell
9,135
-200
-2% -$9.6K 0.02% 572
2025
Q3 		$444K Sell
9,335
-247
-3% -$11.5K 0.02% 578
2025
Q2 		$441K Sell
9,582
-822
-8% -$36.3K 0.02% 541
2025
Q1 		$457K Buy
10,404
+594
+6% +$26.1K 0.03% 500
2024
Q4 		$426K Sell
9,810
-474
-5% -$21K 0.02% 507
2024
Q3 		$464K Buy
10,284
+303
+3% +$13.3K 0.03% 375
2024
Q2 		$429K Sell
9,981
-1,156
-10% -$49K 0.03% 366
2024
Q1 		$476K Sell
11,137
-1,798
-14% -$75.1K 0.04% 324
2023
Q4 		$537K Sell
12,935
-3,112
-19% -$123K 0.05% 294
2023
Q3 		$625K Hold
16,047
– – 0.07% 253
2023
Q2 		$648K Sell
16,047
-1,232
-7% -$49.2K 0.07% 252
2023
Q1 		$689K Sell
17,279
-264
-2% -$10.4K 0.08% 240
2022
Q4 		$667K Buy
17,543
+4,392
+33% +$167K 0.08% 233
2022
Q3 		$481K Buy
13,151
+856
+7% +$33.5K 0.07% 276
2022
Q2 		$479K Sell
12,295
-2,878
-19% -$116K 0.06% 295
2022
Q1 		$652K Buy
+15,173
New +$661K 0.05% 302

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

StoneX Group's AOM Position: Q3 2026 in Review

StoneX Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2026: 11,960 shares worth $586K. The stake represents 0.02% of the portfolio and ranks #608 among its holdings. This is a return to the name: StoneX Group previously reported a position in AOM as recently as Q4 2025.

StoneX Group first reported a position in AOM in Q1 2022 and has held it in 17 quarters since. The position peaked at $689K in Q1 2023. 194 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • StoneX Group held 11,960 shares of iShares Core Moderate Allocation ETF worth $586K as of Q3 2026.
  • iShares Core Moderate Allocation ETF was a new StoneX Group position in Q3 2026.
  • iShares Core Moderate Allocation ETF made up 0.02% of StoneX Group's portfolio in Q3 2026, its #608 holding.
  • StoneX Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 17 quarters since.
  • StoneX Group's iShares Core Moderate Allocation ETF position peaked at $689K in Q1 2023.
  • 194 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.