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Archford Capital Strategies’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Archford Capital Strategies’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 		$310K Sell
6,219
-64
-1% -$3.14K 0.03% 302
2026
Q1 		$298K Sell
6,283
-521
-8% -$25.1K 0.03% 284
2025
Q4 		$325K Sell
6,804
-149
-2% -$7.12K 0.04% 268
2025
Q3 		$331K Sell
6,953
-454
-6% -$21.1K 0.04% 264
2025
Q2 		$341K Sell
7,407
-438
-6% -$19.3K 0.04% 256
2025
Q1 		$344K Sell
7,845
-517
-6% -$22.8K 0.05% 236
2024
Q4 		$363K Sell
8,362
-24
-0.3% -$1.06K 0.05% 211
2024
Q3 		$374K Sell
8,386
-340
-4% -$14.9K 0.06% 198
2024
Q2 		$375K Sell
8,726
-670
-7% -$28.4K 0.06% 199
2024
Q1 		$402K Sell
9,396
-74
-0.8% -$3.09K 0.07% 195
2023
Q4 		$393K Sell
9,470
-1,204
-11% -$47.7K 0.07% 188
2023
Q3 		$416K Buy
10,674
+443
+4% +$17.7K 0.08% 210
2023
Q2 		$416K Buy
10,231
+167
+2% +$6.67K 0.08% 223
2023
Q1 		$401K Buy
10,064
+62
+0.6% +$2.44K 0.08% 217
2022
Q4 		$380K Sell
10,002
-69
-0.7% -$2.62K 0.09% 219
2022
Q3 		$369K Sell
10,071
-383
-4% -$15K 0.1% 209
2022
Q2 		$407K Sell
10,454
-342
-3% -$13.8K 0.1% 199
2022
Q1 		$460K Sell
10,796
-1,778
-14% -$77.4K 0.1% 192
2021
Q4 		$572K Sell
12,574
-162
-1% -$7.34K 0.13% 169
2021
Q3 		$570K Sell
12,736
-1,053
-8% -$47.8K 0.13% 175
2021
Q2 		$621K Buy
13,789
+323
+2% +$14.4K 0.16% 151
2021
Q1 		$599K Buy
13,466
+481
+4% +$20.9K 0.16% 151
2020
Q4 		$565K Buy
12,985
+981
+8% +$41.3K 0.13% 180
2020
Q3 		$493K Sell
12,004
-889
-7% -$36.4K 0.13% 173
2020
Q2 		$514K Sell
12,893
-89
-0.7% -$3.43K 0.15% 152
2020
Q1 		$477K Sell
12,982
-781
-6% -$30.6K 0.19% 149
2019
Q4 		$552K Sell
13,763
-1,211
-8% -$48K 0.19% 152
2019
Q3 		$588K Buy
14,974
+1,539
+11% +$59.9K 0.22% 133
2019
Q2 		$524K Sell
13,435
-191
-1% -$7.31K 0.19% 145
2019
Q1 		$519K Buy
13,626
+289
+2% +$10.7K 0.19% 150
2018
Q4 		$476K Sell
13,337
-3,334
-20% -$122K 0.19% 146
2018
Q3 		$632K Sell
16,671
-661
-4% -$24.9K 0.23% 124
2018
Q2 		$650K Sell
17,332
-3,449
-17% -$130K 0.23% 126
2018
Q1 		$805K Buy
20,781
+947
+5% +$36.1K 0.34% 96
2017
Q4 		$754K Sell
19,834
-441
-2% -$16.9K 0.28% 119
2017
Q3 		$770K Buy
20,275
+984
+5% +$37K 0.29% 121
2017
Q2 		$719K Buy
19,291
+3,460
+22% +$128K 0.28% 117
2017
Q1 		$575K Buy
15,831
+2,373
+18% +$85.2K 0.22% 140
2016
Q4 		$474K Buy
13,458
+1,299
+11% +$45.9K 0.2% 135
2016
Q3 		$438K Buy
12,159
+2,263
+23% +$81.1K 0.18% 144
2016
Q2 		$349K Buy
9,896
+1,913
+24% +$66.8K 0.18% 126
2016
Q1 		$278K Buy
7,983
+916
+13% +$30.8K 0.13% 153
2015
Q4 		$241K Sell
7,067
-236
-3% -$8.14K 0.11% 161
2015
Q3 		$247K Sell
7,303
-1,815
-20% -$62.6K 0.18% 103
2015
Q2 		$321K Sell
9,118
-165
-2% -$5.9K 0.23% 99
2015
Q1 		$331K Buy
9,283
+731
+9% +$25.9K 0.23% 102
2014
Q4 		$301K Buy
8,552
+1,223
+17% +$42.9K 0.22% 104
2014
Q3 		$256K Buy
7,329
+947
+15% +$33.5K 0.2% 115
2014
Q2 		$228K Buy
6,382
+1,808
+40% +$63.5K 0.18% 119
2014
Q1 		$159K Buy
+4,574
New +$157K 0.13% 129

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Archford Capital Strategies's AOM Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1% in Q2 2026, selling an estimated $3.14K and leaving 6,219 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #302.

Archford Capital Strategies first reported a position in AOM in Q1 2014 and has held it in 50 quarters since. The position peaked at $805K in Q1 2018. 48 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Archford Capital Strategies held 6,219 shares of iShares Core Moderate Allocation ETF worth $310K as of Q2 2026.
  • Archford Capital Strategies sold 64 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.14K.
  • iShares Core Moderate Allocation ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #302 holding.
  • Archford Capital Strategies first reported a position in iShares Core Moderate Allocation ETF in Q1 2014 and has held it in 50 quarters since.
  • Archford Capital Strategies's iShares Core Moderate Allocation ETF position peaked at $805K in Q1 2018.
  • 48 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.