William Blair & Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

William Blair & Company’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	$994K	Buy	+20,981	New	+$1.01M	﹤0.01%	946
2022 Q4	–	Sell	-10	Closed	–	–	1819
2022 Q3	$0	Buy	+10	New	+$392	﹤0.01%	1817
2021 Q4	–	Sell	-700	Closed	-$31K	–	1967
2021 Q3	$31K	Hold	700	–	–	﹤0.01%	1728
2021 Q2	$32K	Hold	700	–	–	﹤0.01%	1736
2021 Q1	$30K	Hold	700	–	–	﹤0.01%	1715
2020 Q4	$30K	Hold	700	–	–	﹤0.01%	1666
2020 Q3	$29K	Hold	700	–	–	﹤0.01%	1549
2020 Q2	$28K	Sell	700 -4,057	-85%	-$157K	﹤0.01%	1504
2020 Q1	$175K	Buy	4,757 +3,701	+350%	+$145K	﹤0.01%	1197
2019 Q4	$42K	Hold	1,056	–	–	﹤0.01%	1509
2019 Q3	$41K	Hold	1,056	–	–	﹤0.01%	1475
2019 Q2	$41K	Hold	1,056	–	–	﹤0.01%	1522
2019 Q1	$40K	Sell	1,056 -565	-35%	-$21K	﹤0.01%	1495
2018 Q4	$58K	Buy	1,621 +921	+132%	+$33.6K	﹤0.01%	1368
2018 Q3	$27K	Hold	700	–	–	﹤0.01%	1507
2018 Q2	$26K	Hold	700	–	–	﹤0.01%	1475
2018 Q1	$26K	Buy	+700	New	+$26.7K	﹤0.01%	1396

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 $322M AUM 22.19% 1-Year Est. Return

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

William Blair & Company's AOM Position: Q1 2026 in Review

William Blair & Company opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 20,981 shares worth $994K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: William Blair & Company previously reported a position in AOM as recently as Q3 2022.

William Blair & Company first reported a position in AOM in Q1 2018 and has held it in 17 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

William Blair & Company held 20,981 shares of iShares Core Moderate Allocation ETF worth $994K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new William Blair & Company position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #946 holding.
William Blair & Company first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 17 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.