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

Taylor Financial 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 		$3.68M Buy
77,609
+3,097
+4% +$149K 2.23% 10
2025
Q4 		$3.56M Sell
74,512
-805
-1% -$38.5K 2.09% 12
2025
Q3 		$3.58M Buy
75,317
+6,860
+10% +$319K 2.06% 13
2025
Q2 		$3.15M Buy
68,457
+8,145
+14% +$360K 1.97% 13
2025
Q1 		$2.65M Buy
60,312
+5,860
+11% +$258K 1.84% 14
2024
Q4 		$2.37M Buy
54,452
+3,205
+6% +$142K 1.64% 14
2024
Q3 		$2.31M Buy
51,247
+3,948
+8% +$173K 1.6% 15
2024
Q2 		$2.03M Buy
47,299
+4,231
+10% +$179K 1.56% 15
2024
Q1 		$1.84M Buy
43,068
+1,605
+4% +$67K 1.4% 16
2023
Q4 		$1.72M Buy
+41,463
New +$1.64M 1.42% 17

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

Taylor Financial Group's AOM Position: Q1 2026 in Review

Taylor Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 4.2% in Q1 2026, buying an estimated $149K and bringing the position to 77,609 shares worth $3.68M. The position accounts for 2.23% of the portfolio, ranked #10.

Taylor Financial Group first reported a position in AOM in Q4 2023 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Taylor Financial Group held 77,609 shares of iShares Core Moderate Allocation ETF worth $3.68M as of Q1 2026.
  • Taylor Financial Group bought 3,097 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $149K.
  • iShares Core Moderate Allocation ETF made up 2.23% of Taylor Financial Group's portfolio in Q1 2026, its #10 holding.
  • Taylor Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 10 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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