United Community Bank’s iShares Core Moderate Allocation ETF AOM Stock Holding History

United Community Bank’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	$23.7K	Buy	+500	New	+$24.1K	0.01%	409
2025 Q4	–	Sell	-500	Closed	-$23.8K	–	553
2025 Q3	$23.8K	Hold	500	–	–	0.01%	394
2025 Q2	$23K	Hold	500	–	–	0.01%	351
2025 Q1	$21.9K	Hold	500	–	–	0.01%	344
2024 Q4	$21.7K	Hold	500	–	–	0.01%	325
2024 Q3	$22.6K	Hold	500	–	–	0.01%	308
2024 Q2	$21.5K	Buy	+500	New	+$21.2K	0.01%	324

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

United Community Bank's AOM Position: Q1 2026 in Review

United Community Bank opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 500 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: United Community Bank previously reported a position in AOM as recently as Q3 2025.

United Community Bank first reported a position in AOM in Q2 2024 and has held it in 7 quarters since. The position peaked at $23.8K in Q3 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

United Community Bank held 500 shares of iShares Core Moderate Allocation ETF worth $23.7K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new United Community Bank position in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.01% of United Community Bank's portfolio in Q1 2026, its #409 holding.
United Community Bank first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 7 quarters since.
United Community Bank's iShares Core Moderate Allocation ETF position peaked at $23.8K in Q3 2025.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.