US Bancorp’s iShares Core Moderate Allocation ETF AOM Stock Holding History

US Bancorp’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	-239	Closed	-$11.3K	–	4165
2026 Q1	$11.3K	Buy	+239	New	+$11.5K	﹤0.01%	3317
2024 Q3	–	Sell	-9,750	Closed	-$419K	–	4082
2024 Q2	$419K	Sell	9,750 -906	-9%	-$38.4K	﹤0.01%	1596
2024 Q1	$456K	Hold	10,656	–	–	﹤0.01%	1555
2023 Q4	$442K	Buy	+10,656	New	+$422K	﹤0.01%	1580
2021 Q4	–	Sell	-709	Closed	-$32K	–	4082
2021 Q3	$32K	Buy	+709	New	+$32.2K	﹤0.01%	2875
2016 Q1	–	Sell	-1	Closed	–	–	3526
2015 Q4	$0	Hold	1	–	–	﹤0.01%	3594
2015 Q3	$0	Buy	+1	New	+$35	﹤0.01%	3574

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

US Bancorp's AOM Position: Q2 2026 in Review

US Bancorp sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 239 shares — an estimated $11.3K sold.

US Bancorp first reported a position in AOM in Q3 2015 and held it in 7 quarters. The position peaked at $456K in Q1 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

US Bancorp reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
US Bancorp sold 239 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $11.3K.
US Bancorp first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and held it in 7 quarters.
US Bancorp's iShares Core Moderate Allocation ETF position peaked at $456K in Q1 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.