Vestmark Advisory Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Vestmark Advisory Solutions’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	$403K	Hold	8,080	–	–	﹤0.01%	1195
2026 Q1	$383K	Buy	+8,080	New	+$390K	﹤0.01%	1120
2025 Q2	–	Sell	-14,843	Closed	-$651K	–	775
2025 Q1	$651K	Buy	+14,843	New	+$653K	0.02%	481
2023 Q1	–	Sell	-43,631	Closed	-$1.66M	–	859
2022 Q4	$1.66M	Buy	+43,631	New	+$1.65M	0.08%	311
2022 Q3	–	Sell	-13,469	Closed	-$525K	–	818
2022 Q2	$525K	Buy	+13,469	New	+$544K	0.03%	530

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

Vestmark Advisory Solutions's AOM Position: Q2 2026 in Review

Vestmark Advisory Solutions held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 8,080 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Vestmark Advisory Solutions first reported a position in AOM in Q2 2022 and has held it in 5 quarters since. The position peaked at $1.66M in Q4 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Vestmark Advisory Solutions held 8,080 shares of iShares Core Moderate Allocation ETF worth $403K as of Q2 2026.
Vestmark Advisory Solutions left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1195 holding.
Vestmark Advisory Solutions first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 5 quarters since.
Vestmark Advisory Solutions's iShares Core Moderate Allocation ETF position peaked at $1.66M in Q4 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.