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Sunbelt Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sunbelt Securities’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 		$100K Hold
2,117
– – 0.01% 840
2025
Q4 		$101K Buy
2,117
+2
+0.1% +$96 0.01% 819
2025
Q3 		$101K Sell
2,115
-439
-17% -$20.4K 0.01% 819
2025
Q2 		$111K Sell
2,554
-30
-1% -$1.32K 0.01% 743
2025
Q1 		$113K Buy
2,584
+30
+1% +$1.32K 0.01% 708
2024
Q4 		$111K Buy
2,554
+104
+4% +$4.61K 0.01% 742
2024
Q3 		$111K Buy
2,450
+395
+19% +$17.3K 0.01% 740
2024
Q2 		$88.4K Sell
2,055
-56
-3% -$2.37K 0.01% 765
2024
Q1 		$90.3K Buy
2,111
+1,205
+133% +$50.3K 0.01% 736
2023
Q4 		$37.6K Buy
906
+2
+0.2% +$79 ﹤0.01% 876
2023
Q3 		$35.2K Buy
904
+43
+5% +$1.72K ﹤0.01% 881
2023
Q2 		$34.8K Buy
861
+283
+49% +$11.3K 0.01% 874
2023
Q1 		$22.9K Buy
+578
New +$22.7K ﹤0.01% 926

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sunbelt Securities's AOM Position: Q1 2026 in Review

Sunbelt Securities held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 2,117 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #840.

Sunbelt Securities first reported a position in AOM in Q1 2023 and has held it in 13 quarters since. The position peaked at $113K in Q1 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Sunbelt Securities held 2,117 shares of iShares Core Moderate Allocation ETF worth $100K as of Q1 2026.
  • Sunbelt Securities left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #840 holding.
  • Sunbelt Securities first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's iShares Core Moderate Allocation ETF position peaked at $113K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.