BridgePort Financial Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BridgePort Financial Solutions’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	$542K	Sell	10,857 -1,063	-9%	-$52.2K	0.14%	129
2026 Q1	$565K	Buy	11,920 +1,005	+9%	+$48.5K	0.16%	114
2025 Q4	$521K	Sell	10,915 -546	-5%	-$26.1K	0.14%	126
2025 Q3	$545K	Buy	11,461 +303	+3%	+$14.1K	0.15%	123
2025 Q2	$514K	Buy	11,158 +158	+1%	+$6.98K	0.17%	106
2025 Q1	$483K	Buy	11,000 +51	+0.5%	+$2.25K	0.22%	95
2024 Q4	$485K	Buy	+10,949	New	+$486K	0.22%	94

Other funds holding AOM

WFS

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 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

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BridgePort Financial Solutions's AOM Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its iShares Core Moderate Allocation ETF (AOM) stake by 8.9% in Q2 2026, selling an estimated $52.2K and leaving 10,857 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #129.

BridgePort Financial Solutions first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $565K in Q1 2026. 94 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

BridgePort Financial Solutions held 10,857 shares of iShares Core Moderate Allocation ETF worth $542K as of Q2 2026.
BridgePort Financial Solutions sold 1,063 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $52.2K.
iShares Core Moderate Allocation ETF made up 0.14% of BridgePort Financial Solutions's portfolio in Q2 2026, its #129 holding.
BridgePort Financial Solutions first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
BridgePort Financial Solutions's iShares Core Moderate Allocation ETF position peaked at $565K in Q1 2026.
94 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.