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
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

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc's AOM Position: Q2 2026 in Review

AssetMark Inc increased its iShares Core Moderate Allocation ETF (AOM) stake by 742% in Q2 2026, buying an estimated $264K and bringing the position to 6,099 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

AssetMark Inc first reported a position in AOM in Q1 2022 and has held it in 18 quarters since. 152 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • AssetMark Inc held 6,099 shares of iShares Core Moderate Allocation ETF worth $304K as of Q2 2026.
  • AssetMark Inc bought 5,375 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $264K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1332 holding.
  • AssetMark Inc first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.