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BOLTON SECURITIES CORPORATION’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$43.8K Hold
898
– – ﹤0.01% 1384
2026
Q2 		$44.8K Hold
898
– – ﹤0.01% 1376
2026
Q1 		$42.5K Buy
+898
New +$43.3K ﹤0.01% 1270
2025
Q3 		$42.7K Buy
+898
New +$41.7K ﹤0.01% 1182
2025
Q1 		$93.1K Buy
+2,121
New +$93.4K 0.01% 897

Other funds holding AOM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AOM Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2026 at 898 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

BOLTON SECURITIES CORPORATION first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. The position peaked at $93.1K in Q1 2025. 217 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 898 shares of iShares Core Moderate Allocation ETF worth $43.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1384 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Core Moderate Allocation ETF position peaked at $93.1K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.