AssetMark Inc
AOM icon

AssetMark Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

AssetMark Inc’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 		$314K Buy
6,451
+352
+6% +$17.4K ﹤0.01% 1349
2026
Q2 		$304K Buy
6,099
+5,375
+742% +$264K ﹤0.01% 1332
2026
Q1 		$34.3K Hold
724
– – ﹤0.01% 1871
2025
Q4 		$34.6K Hold
724
– – ﹤0.01% 1840
2025
Q3 		$34.4K Sell
724
-144
-17% -$6.69K ﹤0.01% 1770
2025
Q2 		$40K Buy
868
+570
+191% +$25.2K ﹤0.01% 1629
2025
Q1 		$13.1K Sell
298
-467
-61% -$20.6K ﹤0.01% 1792
2024
Q4 		$33.2K Buy
765
+415
+119% +$18.4K ﹤0.01% 1527
2024
Q3 		$15.8K Buy
350
+75
+27% +$3.29K ﹤0.01% 1546
2024
Q2 		$11.8K Sell
275
-1,535
-85% -$65K ﹤0.01% 1467
2024
Q1 		$77.4K Buy
1,810
+85
+5% +$3.55K ﹤0.01% 1081
2023
Q4 		$71.6K Buy
1,725
+216
+14% +$8.56K ﹤0.01% 1095
2023
Q3 		$58.7K Buy
1,509
+72
+5% +$2.88K ﹤0.01% 1065
2023
Q2 		$58.1K Buy
1,437
+65
+5% +$2.6K ﹤0.01% 1038
2023
Q1 		$54.7K Buy
1,372
+65
+5% +$2.55K ﹤0.01% 1013
2022
Q4 		$49.7K Buy
1,307
+173
+15% +$6.56K ﹤0.01% 1043
2022
Q3 		$44K Buy
1,134
+49
+5% +$1.92K ﹤0.01% 968
2022
Q2 		$42K Buy
1,085
+62
+6% +$2.51K ﹤0.01% 957
2022
Q1 		$44K Buy
+1,023
New +$44.6K ﹤0.01% 942

Other funds holding AOM

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Taylor Financial Group
Taylor Financial Group Roanoke, Virginia $183M AUM 11.95% 1-Year Est. Return

AssetMark Inc's AOM Position: Q3 2026 in Review

AssetMark Inc increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.8% in Q3 2026, buying an estimated $17.4K and bringing the position to 6,451 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

AssetMark Inc first reported a position in AOM in Q1 2022 and has held it in 19 quarters since. 154 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • AssetMark Inc held 6,451 shares of iShares Core Moderate Allocation ETF worth $314K as of Q3 2026.
  • AssetMark Inc bought 352 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $17.4K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1349 holding.
  • AssetMark Inc first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 19 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.