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Axxcess Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Axxcess Wealth Management’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 		$848K Sell
16,989
-2,121
-11% -$104K 0.01% 567
2026
Q1 		$905K Sell
19,110
-1,496
-7% -$72.1K 0.03% 247
2025
Q4 		$984K Buy
20,606
+2,493
+14% +$119K 0.02% 520
2025
Q3 		$862K Sell
18,113
-526
-3% -$24.4K 0.02% 480
2025
Q2 		$858K Buy
18,639
+11,172
+150% +$494K 0.02% 467
2025
Q1 		$328K Sell
7,467
-48,335
-87% -$2.13M 0.01% 662
2024
Q4 		$2.42M Buy
55,802
+48,338
+648% +$2.14M 0.06% 239
2024
Q3 		$337K Buy
7,464
+1
+0% +$44 0.01% 656
2024
Q2 		$321K Buy
7,463
+1
+0% +$42 0.01% 632
2024
Q1 		$319K Buy
7,462
+160
+2% +$6.68K 0.01% 650
2023
Q4 		$303K Hold
7,302
– – 0.01% 642
2023
Q3 		$284K Hold
7,302
– – 0.01% 613
2023
Q2 		$295K Hold
7,302
– – 0.02% 456
2023
Q1 		$291K Hold
7,302
– – 0.02% 492
2022
Q4 		$278K Sell
7,302
-256
-3% -$9.71K 0.02% 466
2022
Q3 		$277K Buy
7,558
+2
+0% +$78 0.03% 419
2022
Q2 		$294K Buy
+7,556
New +$305K 0.03% 401

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
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 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

Axxcess Wealth Management's AOM Position: Q2 2026 in Review

Axxcess Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 11% in Q2 2026, selling an estimated $104K and leaving 16,989 shares worth $848K. The position accounts for 0.01% of the portfolio, ranked #567.

Axxcess Wealth Management first reported a position in AOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.42M in Q4 2024. 178 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Axxcess Wealth Management held 16,989 shares of iShares Core Moderate Allocation ETF worth $848K as of Q2 2026.
  • Axxcess Wealth Management sold 2,121 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $104K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #567 holding.
  • Axxcess Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 17 quarters since.
  • Axxcess Wealth Management's iShares Core Moderate Allocation ETF position peaked at $2.42M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.