VWA
AOM icon

Visionary Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Visionary Wealth 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 		$605K Buy
12,768
+1,064
+9% +$51.3K 0.03% 359
2025
Q4 		$559K Buy
11,704
+1,381
+13% +$66K 0.03% 364
2025
Q3 		$491K Buy
10,323
+2,402
+30% +$112K 0.02% 387
2025
Q2 		$365K Buy
7,921
+523
+7% +$23.1K 0.02% 424
2025
Q1 		$325K Sell
7,398
-466
-6% -$20.5K 0.02% 421
2024
Q4 		$342K Buy
7,864
+14
+0.2% +$621 0.02% 415
2024
Q3 		$354K Sell
7,850
-1,126
-13% -$49.4K 0.02% 399
2024
Q2 		$386K Buy
8,976
+445
+5% +$18.8K 0.03% 369
2024
Q1 		$365K Sell
8,531
-1,380
-14% -$57.6K 0.02% 381
2023
Q4 		$411K Buy
9,911
+176
+2% +$6.98K 0.03% 346
2023
Q3 		$379K Buy
9,735
+428
+5% +$17.1K 0.03% 335
2023
Q2 		$376K Sell
9,307
-1,674
-15% -$66.8K 0.03% 332
2023
Q1 		$438K Buy
10,981
+662
+6% +$26K 0.04% 295
2022
Q4 		$392K Sell
10,319
-2,186
-17% -$82.9K 0.04% 274
2022
Q3 		$458K Buy
12,505
+475
+4% +$18.6K 0.05% 237
2022
Q2 		$469K Buy
12,030
+226
+2% +$9.13K 0.04% 247
2022
Q1 		$507K Buy
11,804
+240
+2% +$10.5K 0.04% 248
2021
Q4 		$526K Buy
11,564
+81
+0.7% +$3.67K 0.04% 226
2021
Q3 		$514K Buy
11,483
+532
+5% +$24.1K 0.05% 185
2021
Q2 		$493K Sell
10,951
-6,072
-36% -$271K 0.05% 203
2021
Q1 		$741K Buy
17,023
+923
+6% +$40.2K 0.08% 165
2020
Q4 		$696K Sell
16,100
-184
-1% -$7.75K 0.08% 165
2020
Q3 		$668K Buy
16,284
+128
+0.8% +$5.25K 0.09% 140
2020
Q2 		$644K Sell
16,156
-747
-4% -$28.8K 0.1% 133
2020
Q1 		$621K Buy
16,903
+1,608
+11% +$63K 0.12% 114
2019
Q4 		$613K Buy
+15,295
New +$606K 0.11% 122

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

Visionary Wealth Advisors's AOM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 9.1% in Q1 2026, buying an estimated $51.3K and bringing the position to 12,768 shares worth $605K. The position accounts for 0.03% of the portfolio, ranked #359.

Visionary Wealth Advisors first reported a position in AOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $741K in Q1 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Visionary Wealth Advisors held 12,768 shares of iShares Core Moderate Allocation ETF worth $605K as of Q1 2026.
  • Visionary Wealth Advisors bought 1,064 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $51.3K.
  • iShares Core Moderate Allocation ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Visionary Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $741K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.