Vines Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Vines Capital Management’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	$201K	Buy	+4,035	New	+$198K	0.17%	88

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

Vines Capital Management's AOM Position: Q2 2026 in Review

Vines Capital Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 4,035 shares worth $201K. The stake represents 0.17% of the portfolio and ranks #88 among its holdings.

300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Vines Capital Management held 4,035 shares of iShares Core Moderate Allocation ETF worth $201K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Vines Capital Management position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.17% of Vines Capital Management's portfolio in Q2 2026, its #88 holding.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Vines Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.