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Wedbush Securities’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wedbush Securities’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 		$9.66M Buy
193,700
+184,210
+1,941% +$9.05M 0.25% 62
2026
Q1 		$450K Sell
9,490
-13,510
-59% -$652K 0.01% 720
2025
Q4 		$1.1M Buy
+23,000
New +$1.1M 0.03% 420

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

Wedbush Securities's AOM Position: Q2 2026 in Review

Wedbush Securities increased its iShares Core Moderate Allocation ETF (AOM) stake by 1,941% in Q2 2026, buying an estimated $9.05M and bringing the position to 193,700 shares worth $9.66M. The position accounts for 0.25% of the portfolio, ranked #62.

Wedbush Securities first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Wedbush Securities held 193,700 shares of iShares Core Moderate Allocation ETF worth $9.66M as of Q2 2026.
  • Wedbush Securities bought 184,210 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $9.05M.
  • iShares Core Moderate Allocation ETF made up 0.25% of Wedbush Securities's portfolio in Q2 2026, its #62 holding.
  • Wedbush Securities first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.