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Walser Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Walser Wealth 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 		– Sell
-4,674
Closed -$221K – 218
2026
Q1 		$221K Buy
+4,674
New +$225K 0.1% 168

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Walser Wealth Management's AOM Position: Q2 2026 in Review

Walser Wealth Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 4,674 shares — an estimated $221K sold.

Walser Wealth Management first reported a position in AOM in Q1 2026 and held it in 1 quarter. The position peaked at $221K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Walser Wealth Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Walser Wealth Management sold 4,674 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $221K.
  • Walser Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Walser Wealth Management's iShares Core Moderate Allocation ETF position peaked at $221K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.