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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
Q1 		– Sell
-9,135
Closed -$436K – 928
2025
Q4 		$436K Sell
9,135
-200
-2% -$9.56K 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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

StoneX Group's AOM Position: Q1 2026 in Review

StoneX Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 9,135 shares — an estimated $436K sold.

StoneX Group first reported a position in AOM in Q1 2022 and held it in 16 quarters. The position peaked at $689K in Q1 2023. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • StoneX Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 9,135 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $436K.
  • StoneX Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and held it in 16 quarters.
  • StoneX Group's iShares Core Moderate Allocation ETF position peaked at $689K in Q1 2023.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.