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Beacon Financial Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Beacon Financial Advisory’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
Q1 		$2.1M Buy
44,247
+520
+1% +$25.1K 0.47% 39
2025
Q4 		$2.09M Buy
43,727
+140
+0.3% +$6.69K 0.48% 42
2025
Q3 		$2.07M Buy
43,587
+136
+0.3% +$6.32K 0.48% 40
2025
Q2 		$2M Sell
43,451
-724
-2% -$32K 0.52% 35
2025
Q1 		$1.94M Sell
44,175
-1,117
-2% -$49.2K 0.59% 31
2024
Q4 		$1.97M Sell
45,292
-38
-0.1% -$1.69K 0.64% 28
2024
Q3 		$2.04M Buy
45,330
+81
+0.2% +$3.55K 0.7% 25
2024
Q2 		$1.95M Sell
45,249
-4,717
-9% -$200K 0.73% 24
2024
Q1 		$2.14M Buy
49,966
+545
+1% +$22.8K 1.04% 14
2023
Q4 		$2.05M Sell
49,421
-12,446
-20% -$493K 0.99% 18
2023
Q3 		$2.41M Buy
61,867
+327
+0.5% +$13.1K 1.33% 12
2023
Q2 		$2.49M Buy
61,540
+110
+0.2% +$4.39K 1.43% 10
2023
Q1 		$2.45M Sell
61,430
-1,408
-2% -$55.3K 1.56% 9
2022
Q4 		$2.39M Sell
62,838
-19,478
-24% -$738K 1.71% 8
2022
Q3 		$3.01M Buy
82,316
+433
+0.5% +$17K 2.15% 4
2022
Q2 		$3.19M Sell
81,883
-1,321
-2% -$53.4K 1.81% 8
2022
Q1 		$3.58M Sell
83,204
-21,338
-20% -$929K 1.71% 8
2021
Q4 		$4.75M Sell
104,542
-2,798
-3% -$127K 2.19% 2
2021
Q3 		$4.8M Sell
107,340
-301
-0.3% -$13.7K 2.5% 2
2021
Q2 		$4.85M Sell
107,641
-5,461
-5% -$243K 2.61% 2
2021
Q1 		$4.93M Buy
113,102
+5,187
+5% +$226K 2.82% 2
2020
Q4 		$4.66M Buy
107,915
+52,929
+96% +$2.23M 3.03% 2
2020
Q3 		$2.26M Buy
54,986
+15,207
+38% +$623K 1.96% 8
2020
Q2 		$1.58M Buy
39,779
+883
+2% +$34.1K 1.72% 13
2020
Q1 		$1.43M Buy
38,896
+1,500
+4% +$58.7K 1.82% 13
2019
Q4 		$1.5M Buy
+37,396
New +$1.48M 1.28% 19

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Advisory's AOM Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.2% in Q1 2026, buying an estimated $25.1K and bringing the position to 44,247 shares worth $2.1M. The position accounts for 0.47% of the portfolio, ranked #39.

Beacon Financial Advisory first reported a position in AOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.93M in Q1 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Beacon Financial Advisory held 44,247 shares of iShares Core Moderate Allocation ETF worth $2.1M as of Q1 2026.
  • Beacon Financial Advisory bought 520 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $25.1K.
  • iShares Core Moderate Allocation ETF made up 0.47% of Beacon Financial Advisory's portfolio in Q1 2026, its #39 holding.
  • Beacon Financial Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's iShares Core Moderate Allocation ETF position peaked at $4.93M in Q1 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.