ARQ Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

ARQ Wealth Advisors’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	$1.16M	Buy	+23,725	New	+$1.17M	0.14%	108
2021 Q3	–	Sell	-128,702	Closed	-$5.8M	–	50
2021 Q2	$5.8M	Buy	128,702 +9,521	+8%	+$424K	3.72%	10
2021 Q1	$5.19M	Buy	119,181 +11,275	+10%	+$491K	3.36%	12
2020 Q4	$4.66M	Buy	107,906 +15,786	+17%	+$665K	2.93%	15
2020 Q3	$3.78M	Buy	92,120 +10,619	+13%	+$435K	3.64%	10
2020 Q2	$3.25M	Sell	81,501 -1,624	-2%	-$62.7K	3.16%	14
2020 Q1	$3.05M	Buy	+83,125	New	+$3.26M	3.47%	12

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

ARQ Wealth Advisors's AOM Position: Q2 2026 in Review

ARQ Wealth Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 23,725 shares worth $1.16M. The stake represents 0.14% of the portfolio and ranks #108 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in AOM as recently as Q2 2021.

ARQ Wealth Advisors first reported a position in AOM in Q1 2020 and has held it in 7 quarters since. The position peaked at $5.8M in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

ARQ Wealth Advisors held 23,725 shares of iShares Core Moderate Allocation ETF worth $1.16M as of Q2 2026.
iShares Core Moderate Allocation ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.14% of ARQ Wealth Advisors's portfolio in Q2 2026, its #108 holding.
ARQ Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2020 and has held it in 7 quarters since.
ARQ Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $5.8M in Q2 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.