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 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 $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 $322M AUM 22.19% 1-Year Est. Return

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

Tower Research Capital (TRC)'s AOM Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #5034 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in AOM as recently as Q1 2025.

Tower Research Capital (TRC) first reported a position in AOM in Q4 2020 and has held it in 6 quarters since. The position peaked at $4K in Q4 2020. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Tower Research Capital (TRC) held 1 share of iShares Core Moderate Allocation ETF worth $47 as of Q1 2026.
iShares Core Moderate Allocation ETF was a new Tower Research Capital (TRC) position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #5034 holding.
Tower Research Capital (TRC) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 6 quarters since.
Tower Research Capital (TRC)'s iShares Core Moderate Allocation ETF position peaked at $4K in Q4 2020.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.