Tower Research Capital (TRC)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tower Research Capital (TRC)’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 Q2	–	Sell	-1	Closed	-$47	–	5199
2026 Q1	$47	Buy	+1	New	+$48	﹤0.01%	5034
2025 Q2	–	Sell	-4	Closed	-$176	–	5248
2025 Q1	$176	Buy	+4	New	+$176	﹤0.01%	4994
2024 Q3	–	Sell	-3	Closed	-$129	–	5695
2024 Q2	$129	Sell	3 -23	-88%	-$974	﹤0.01%	5457
2024 Q1	$1.11K	Buy	+26	New	+$1.09K	﹤0.01%	5321
2023 Q3	–	Sell	-38	Closed	-$1.54K	–	5934
2023 Q2	$1.54K	Buy	+38	New	+$1.52K	﹤0.01%	5360
2021 Q1	–	Sell	-101	Closed	-$4K	–	5370
2020 Q4	$4K	Buy	+101	New	+$4.25K	﹤0.01%	4685

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tower Research Capital (TRC)'s AOM Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 1 share — an estimated $47 sold.

Tower Research Capital (TRC) first reported a position in AOM in Q4 2020 and held it in 6 quarters. The position peaked at $4K in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Tower Research Capital (TRC) reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
Tower Research Capital (TRC) sold 1 iShares Core Moderate Allocation ETF share in Q2 2026, an estimated $47.
Tower Research Capital (TRC) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and held it in 6 quarters.
Tower Research Capital (TRC)'s iShares Core Moderate Allocation ETF position peaked at $4K in Q4 2020.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.