Ascent Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ascent Group’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	$550K	Hold	11,287	–	–	0.02%	503
2026 Q2	$563K	Buy	11,287 +1,116	+11%	+$54.8K	0.02%	511
2026 Q1	$482K	Buy	10,171 +638	+7%	+$30.8K	0.02%	508
2025 Q4	$455K	Hold	9,533	–	–	0.02%	513
2025 Q3	$454K	Buy	9,533 +1,292	+16%	+$60K	0.02%	525
2025 Q2	$379K	Hold	8,241	–	–	0.01%	532
2025 Q1	$362K	Buy	+8,241	New	+$363K	0.02%	523

Other funds holding AOM

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Taylor Financial Group Roanoke, Virginia $183M AUM 11.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ascent Group's AOM Position: Q3 2026 in Review

Ascent Group held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2026 at 11,287 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #503.

Ascent Group first reported a position in AOM in Q1 2025 and has held it in 7 quarters since. The position peaked at $563K in Q2 2026. 126 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Ascent Group held 11,287 shares of iShares Core Moderate Allocation ETF worth $550K as of Q3 2026.
Ascent Group left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2026.
iShares Core Moderate Allocation ETF made up 0.02% of Ascent Group's portfolio in Q3 2026, its #503 holding.
Ascent Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 7 quarters since.
Ascent Group's iShares Core Moderate Allocation ETF position peaked at $563K in Q2 2026.
126 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Ascent Group's 13F filing for Q3 2026, filed 30 Oct 2026.