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

Truist Financial’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 		$4.5M Buy
90,161
+876
+1% +$43K 0.01% 969
2026
Q1 		$4.23M Sell
89,285
-1,393
-2% -$67.2K 0.01% 930
2025
Q4 		$4.33M Buy
90,678
+729
+0.8% +$34.9K 0.01% 923
2025
Q3 		$4.28M Sell
89,949
-331
-0.4% -$15.4K 0.01% 963
2025
Q2 		$4.16M Buy
90,280
+120
+0.1% +$5.3K 0.01% 948
2025
Q1 		$3.96M Sell
90,160
-4,937
-5% -$217K 0.01% 922
2024
Q4 		$4.13M Sell
95,097
-2,103
-2% -$93.3K 0.01% 918
2024
Q3 		$4.38M Sell
97,200
-527
-0.5% -$23.1K 0.01% 873
2024
Q2 		$4.2M Sell
97,727
-4,879
-5% -$207K 0.01% 931
2024
Q1 		$4.39M Sell
102,606
-508
-0.5% -$21.2K 0.01% 931
2023
Q4 		$4.28M Sell
103,114
-3,474
-3% -$138K 0.01% 927
2023
Q3 		$4.15M Sell
106,588
-5,745
-5% -$230K 0.01% 909
2023
Q2 		$4.54M Sell
112,333
-30,549
-21% -$1.22M 0.01% 872
2023
Q1 		$5.7M Sell
142,882
-21,655
-13% -$851K 0.01% 782
2022
Q4 		$6.25M Buy
164,537
+155,685
+1,759% +$5.9M 0.01% 744
2022
Q3 		$324K Buy
8,852
+164
+2% +$6.42K ﹤0.01% 2048
2022
Q2 		$338K Sell
8,688
-378
-4% -$15.3K ﹤0.01% 2140
2022
Q1 		$390K Sell
9,066
-10,832
-54% -$472K ﹤0.01% 2142
2021
Q4 		$905K Buy
19,898
+10,863
+120% +$493K ﹤0.01% 1686
2021
Q3 		$404K Buy
9,035
+688
+8% +$31.2K ﹤0.01% 2133
2021
Q2 		$376K Buy
8,347
+464
+6% +$20.7K ﹤0.01% 2241
2021
Q1 		$343K Sell
7,883
-202,474
-96% -$8.81M ﹤0.01% 2202
2020
Q4 		$9.09M Sell
210,357
-9,347
-4% -$394K 0.02% 627
2020
Q3 		$9.02M Buy
219,704
+208,477
+1,857% +$8.55M 0.02% 581
2020
Q2 		$448K Sell
11,227
-84,489
-88% -$3.26M ﹤0.01% 1680
2020
Q1 		$3.52M Buy
95,716
+86,729
+965% +$3.4M 0.01% 771
2019
Q4 		$361K Buy
+8,987
New +$356K ﹤0.01% 2051

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial's AOM Position: Q2 2026 in Review

Truist Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.98% in Q2 2026, buying an estimated $43K and bringing the position to 90,161 shares worth $4.5M. The position accounts for 0.01% of the portfolio, ranked #969.

Truist Financial first reported a position in AOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.09M in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Truist Financial held 90,161 shares of iShares Core Moderate Allocation ETF worth $4.5M as of Q2 2026.
  • Truist Financial bought 876 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $43K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #969 holding.
  • Truist Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares Core Moderate Allocation ETF position peaked at $9.09M in Q4 2020.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.