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

Waterloo Capital’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	$697K	Buy	14,715 +3,915	+36%	+$189K	0.05%	253
2025 Q4	$515K	Sell	10,800 -286	-3%	-$13.7K	0.04%	293
2025 Q3	$527K	Buy	11,086 +2,978	+37%	+$138K	0.04%	270
2025 Q2	$373K	Buy	8,108 +2,643	+48%	+$117K	0.03%	321
2025 Q1	$240K	Buy	+5,465	New	+$241K	0.02%	357
2024 Q1	–	Sell	-7,328	Closed	-$304K	–	362
2023 Q4	$304K	Buy	+7,328	New	+$290K	0.05%	292
2023 Q3	–	Sell	-5,012	Closed	-$203K	–	187
2023 Q2	$203K	Buy	+5,012	New	+$200K	0.06%	196
2020 Q1	$440K	Buy	+11,964	New	+$469K	0.31%	79

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Waterloo Capital's AOM Position: Q1 2026 in Review

Waterloo Capital increased its iShares Core Moderate Allocation ETF (AOM) stake by 36% in Q1 2026, buying an estimated $189K and bringing the position to 14,715 shares worth $697K. The position accounts for 0.05% of the portfolio, ranked #253.

Waterloo Capital first reported a position in AOM in Q1 2020 and has held it in 8 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Waterloo Capital held 14,715 shares of iShares Core Moderate Allocation ETF worth $697K as of Q1 2026.
Waterloo Capital bought 3,915 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $189K.
iShares Core Moderate Allocation ETF made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #253 holding.
Waterloo Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and has held it in 8 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.