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 Q2	$5.88M	Buy	117,762 +22,491	+24%	+$1.1M	0.19%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Western Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 24% in Q2 2026, buying an estimated $1.1M and bringing the position to 117,762 shares worth $5.88M. The position accounts for 0.19% of the portfolio, ranked #108.

Western Wealth Management first reported a position in AOM in Q1 2019 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Western Wealth Management held 117,762 shares of iShares Core Moderate Allocation ETF worth $5.88M as of Q2 2026.
Western Wealth Management bought 22,491 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.1M.
iShares Core Moderate Allocation ETF made up 0.19% of Western Wealth Management's portfolio in Q2 2026, its #108 holding.
Western Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 10 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.