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United Capital Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

United Capital Financial Advisors’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 		– Sell
-9,755
Closed -$466K – 1632
2025
Q4 		$466K Buy
9,755
+788
+9% +$37.7K ﹤0.01% 997
2025
Q3 		$427K Buy
8,967
+86
+1% +$4K ﹤0.01% 911
2025
Q2 		$409K Sell
8,881
-165
-2% -$7.29K ﹤0.01% 833
2025
Q1 		$397K Sell
9,046
-405
-4% -$17.8K ﹤0.01% 813
2024
Q4 		$411K Buy
9,451
+1,034
+12% +$45.9K ﹤0.01% 788
2024
Q3 		$380K Sell
8,417
-268
-3% -$11.8K ﹤0.01% 803
2024
Q2 		$374K Buy
8,685
+967
+13% +$41K ﹤0.01% 784
2024
Q1 		$330K Sell
7,718
-260
-3% -$10.9K ﹤0.01% 850
2023
Q4 		$331K Sell
7,978
-1,248
-14% -$49.5K ﹤0.01% 835
2023
Q3 		$359K Buy
+9,226
New +$369K ﹤0.01% 700
2022
Q2 		– Sell
-8,134
Closed -$350K – 1125
2022
Q1 		$350K Sell
8,134
-129
-2% -$5.62K ﹤0.01% 946
2021
Q4 		$376K Sell
8,263
-5,645
-41% -$256K ﹤0.01% 947
2021
Q3 		$622K Sell
13,908
-13,244
-49% -$601K ﹤0.01% 807
2021
Q2 		$1.22M Sell
27,152
-11,141
-29% -$496K 0.01% 644
2021
Q1 		$1.67M Sell
38,293
-414
-1% -$18K 0.01% 542
2020
Q4 		$1.67M Sell
38,707
-12,596
-25% -$530K 0.01% 546
2020
Q3 		$2.11M Buy
51,303
+4,326
+9% +$177K 0.01% 484
2020
Q2 		$1.87M Buy
+46,977
New +$1.81M 0.01% 534

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

United Capital Financial Advisors's AOM Position: Q1 2026 in Review

United Capital Financial Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 9,755 shares — an estimated $466K sold.

United Capital Financial Advisors first reported a position in AOM in Q2 2020 and held it in 18 quarters. The position peaked at $2.11M in Q3 2020. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • United Capital Financial Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 9,755 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $466K.
  • United Capital Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2020 and held it in 18 quarters.
  • United Capital Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $2.11M in Q3 2020.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.