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

Waverly 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 		$4.02M Buy
84,825
+1,340
+2% +$64.6K 0.03% 461
2025
Q4 		$3.98M Buy
83,485
+5,016
+6% +$240K 0.03% 419
2025
Q3 		$3.73M Buy
78,469
+1,185
+2% +$55.1K 0.04% 377
2025
Q2 		$3.56M Buy
77,284
+2,240
+3% +$99K 0.04% 374
2025
Q1 		$3.29M Buy
75,044
+1,763
+2% +$77.6K 0.04% 369
2024
Q4 		$3.18M Buy
73,281
+3,246
+5% +$144K 0.05% 286
2024
Q3 		$3.16M Buy
70,035
+90
+0.1% +$3.95K 0.06% 259
2024
Q2 		$3.01M Sell
69,945
-36,297
-34% -$1.54M 0.06% 253
2024
Q1 		$4.55M Buy
106,242
+32,824
+45% +$1.37M 0.11% 157
2023
Q4 		$3.05M Buy
73,418
+8,520
+13% +$338K 0.11% 114
2023
Q3 		$2.53M Buy
64,898
+3,298
+5% +$132K 0.11% 119
2023
Q2 		$2.49M Sell
61,600
-14,450
-19% -$577K 0.11% 115
2023
Q1 		$3.03M Buy
76,050
+25,153
+49% +$988K 0.16% 82
2022
Q4 		$1.93M Sell
50,897
-1,607
-3% -$60.9K 0.11% 93
2022
Q3 		$1.92M Sell
52,504
-2,872
-5% -$112K 0.14% 75
2022
Q2 		$2.16M Sell
55,376
-2,224
-4% -$89.9K 0.2% 53
2022
Q1 		$2.48M Buy
57,600
+2,672
+5% +$116K 0.21% 45
2021
Q4 		$2.4M Buy
54,928
+6,386
+13% +$290K 0.21% 46
2021
Q3 		$2.22M Buy
48,542
+5,210
+12% +$236K 0.19% 45
2021
Q2 		$1.98M Buy
43,332
+1,161
+3% +$51.7K 0.18% 46
2021
Q1 		$1.87M Buy
42,171
+5,006
+13% +$218K 0.19% 47
2020
Q4 		$1.64M Buy
37,165
+2,855
+8% +$120K 0.17% 49
2020
Q3 		$1.39M Buy
34,310
+407
+1% +$16.7K 0.18% 49
2020
Q2 		$1.4M Buy
33,903
+1,517
+5% +$58.5K 0.18% 51
2020
Q1 		$1.19M Buy
32,386
+70
+0.2% +$2.74K 0.2% 48
2019
Q4 		$1.32M Sell
32,316
-6,080
-16% -$241K 0.17% 54
2019
Q3 		$1.51M Sell
38,396
-68
-0.2% -$2.65K 0.22% 51
2019
Q2 		$1.5M Buy
38,464
+1,465
+4% +$56.1K 0.22% 51
2019
Q1 		$1.41M Buy
36,999
+2,485
+7% +$92.2K 0.22% 49
2018
Q4 		$1.23M Sell
34,514
-6,484
-16% -$236K 0.21% 49
2018
Q3 		$1.55M Sell
40,998
-9,227
-18% -$348K 0.23% 55
2018
Q2 		$1.89M Buy
50,225
+3,247
+7% +$122K 0.29% 40
2018
Q1 		$1.77M Sell
46,978
-2,149
-4% -$81.9K 0.29% 42
2017
Q4 		$1.87M Buy
49,127
+10,051
+26% +$385K 0.27% 51
2017
Q3 		$1.48M Buy
39,076
+4,617
+13% +$173K 0.32% 56
2017
Q2 		$1.28M Buy
34,459
+2,119
+7% +$78.2K 0.32% 59
2017
Q1 		$1.18M Sell
32,340
-3,823
-11% -$137K 0.31% 62
2016
Q4 		$1.27M Sell
36,163
-4,285
-11% -$152K 0.47% 28
2016
Q3 		$1.46M Buy
40,448
+7,879
+24% +$282K 0.61% 22
2016
Q2 		$1.15M Buy
32,569
+16,966
+109% +$593K 0.52% 23
2016
Q1 		$543K Sell
15,603
-3,527
-18% -$119K 0.33% 39
2015
Q4 		$651K Buy
19,130
+746
+4% +$25.7K 0.28% 39
2015
Q3 		$622K Buy
18,384
+43
+0.2% +$1.48K 0.43% 27
2015
Q2 		$647K Sell
18,341
-3,729
-17% -$133K 0.4% 25
2015
Q1 		$787K Buy
22,070
+5,434
+33% +$192K 0.4% 23
2014
Q4 		$585K Buy
16,636
+1,306
+9% +$45.8K 0.29% 29
2014
Q3 		$535K Sell
15,330
-246
-2% -$8.7K 0.29% 39
2014
Q2 		$556K Buy
15,576
+2,153
+16% +$75.6K 0.23% 41
2014
Q1 		$467K Buy
13,423
+1,394
+12% +$47.9K 0.21% 45
2013
Q4 		$413K Buy
12,029
+5,790
+93% +$196K 0.15% 79
2013
Q3 		$208K Buy
+6,239
New +$205K 0.11% 98

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

Waverly Advisors's AOM Position: Q1 2026 in Review

Waverly Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.6% in Q1 2026, buying an estimated $64.6K and bringing the position to 84,825 shares worth $4.02M. The position accounts for 0.03% of the portfolio, ranked #461.

Waverly Advisors first reported a position in AOM in Q3 2013 and has held it in 51 quarters since. The position peaked at $4.55M in Q1 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Waverly Advisors held 84,825 shares of iShares Core Moderate Allocation ETF worth $4.02M as of Q1 2026.
  • Waverly Advisors bought 1,340 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $64.6K.
  • iShares Core Moderate Allocation ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #461 holding.
  • Waverly Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2013 and has held it in 51 quarters since.
  • Waverly Advisors's iShares Core Moderate Allocation ETF position peaked at $4.55M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.