Thrivent Financial for Lutherans’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Thrivent Financial for Lutherans’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	$236K	Buy	4,979 +105	+2%	+$5.06K	﹤0.01%	2448
2025 Q4	$233K	Buy	+4,874	New	+$233K	﹤0.01%	2487
2023 Q2	–	Sell	-5,743	Closed	-$227K	–	2462
2023 Q1	$227K	Buy	+5,743	New	+$226K	﹤0.01%	2359
2022 Q3	–	Sell	-5,968	Closed	-$233K	–	2404
2022 Q2	$233K	Sell	5,968 -2,706	-31%	-$109K	﹤0.01%	2319
2022 Q1	$373K	Buy	+8,674	New	+$378K	﹤0.01%	2296
2021 Q4	–	Hold	0	–	–	–	2271
2021 Q3	–	Hold	0	–	–	–	2279
2021 Q2	–	Hold	0	–	–	–	2268
2021 Q1	–	Hold	0	–	–	–	2353
2020 Q4	–	Hold	0	–	–	–	2265

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 $270M AUM 15.75% 1-Year Est. Return

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

Thrivent Financial for Lutherans's AOM Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q1 2026, buying an estimated $5.06K and bringing the position to 4,979 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Thrivent Financial for Lutherans first reported a position in AOM in Q1 2022 and has held it in 5 quarters since. The position peaked at $373K in Q1 2022. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Thrivent Financial for Lutherans held 4,979 shares of iShares Core Moderate Allocation ETF worth $236K as of Q1 2026.
Thrivent Financial for Lutherans bought 105 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $5.06K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #2448 holding.
Thrivent Financial for Lutherans first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 5 quarters since.
Thrivent Financial for Lutherans's iShares Core Moderate Allocation ETF position peaked at $373K in Q1 2022.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.