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

Western 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 Q1	$4.51M	Buy	95,271 +1,820	+2%	+$87.8K	0.17%	117
2025 Q4	$4.46M	Buy	+93,451	New	+$4.47M	0.21%	92
2022 Q4	–	Sell	-6,748	Closed	-$247K	–	616
2022 Q3	$247K	Buy	6,748 +1,206	+22%	+$47.2K	0.01%	686
2022 Q2	$217K	Hold	5,542	–	–	0.01%	712
2022 Q1	$238K	Buy	+5,542	New	+$241K	0.01%	745
2020 Q1	–	Sell	-21,457	Closed	-$861K	–	373
2019 Q4	$861K	Sell	21,457 -771	-3%	-$30.5K	0.13%	152
2019 Q3	$874K	Buy	22,228 +229	+1%	+$8.92K	0.18%	131
2019 Q2	$860K	Buy	21,999 +51	+0.2%	+$1.95K	0.11%	149
2019 Q1	$835K	Buy	+21,948	New	+$814K	0.19%	131

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

Western Wealth Management's AOM Position: Q1 2026 in Review

Western Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.9% in Q1 2026, buying an estimated $87.8K and bringing the position to 95,271 shares worth $4.51M. The position accounts for 0.17% of the portfolio, ranked #117.

Western Wealth Management first reported a position in AOM in Q1 2019 and has held it in 9 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Western Wealth Management held 95,271 shares of iShares Core Moderate Allocation ETF worth $4.51M as of Q1 2026.
Western Wealth Management bought 1,820 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $87.8K.
iShares Core Moderate Allocation ETF made up 0.17% of Western Wealth Management's portfolio in Q1 2026, its #117 holding.
Western Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 9 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.