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 Q2	$2.22M	Buy	44,541 +294	+0.7%	+$14.4K	0.44%	45
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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Beacon Financial Advisory's AOM Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.66% in Q2 2026, buying an estimated $14.4K and bringing the position to 44,541 shares worth $2.22M. The position accounts for 0.44% of the portfolio, ranked #45.

Beacon Financial Advisory first reported a position in AOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.93M in Q1 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Beacon Financial Advisory held 44,541 shares of iShares Core Moderate Allocation ETF worth $2.22M as of Q2 2026.
Beacon Financial Advisory bought 294 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $14.4K.
iShares Core Moderate Allocation ETF made up 0.44% of Beacon Financial Advisory's portfolio in Q2 2026, its #45 holding.
Beacon Financial Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 27 quarters since.
Beacon Financial Advisory's iShares Core Moderate Allocation ETF position peaked at $4.93M in Q1 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.