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

Bright Futures 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	$327K	Sell	6,549 -148	-2%	-$7.27K	0.21%	130
2026 Q1	$317K	Sell	6,697 -965	-13%	-$46.5K	0.22%	112
2025 Q4	$366K	Buy	7,662 +22	+0.3%	+$1.05K	0.27%	97
2025 Q3	$364K	Buy	+7,640	New	+$355K	0.28%	94
2025 Q1	$324K	Buy	7,629 +157	+2%	+$6.91K	0.36%	82
2024 Q4	$329K	Buy	7,472 +305	+4%	+$13.5K	0.29%	89
2024 Q3	$316K	Buy	+7,167	New	+$314K	0.15%	163

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 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

Bright Futures Wealth Management's AOM Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q2 2026, selling an estimated $7.27K and leaving 6,549 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #130.

Bright Futures Wealth Management first reported a position in AOM in Q3 2024 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 99 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Bright Futures Wealth Management held 6,549 shares of iShares Core Moderate Allocation ETF worth $327K as of Q2 2026.
Bright Futures Wealth Management sold 148 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $7.27K.
iShares Core Moderate Allocation ETF made up 0.21% of Bright Futures Wealth Management's portfolio in Q2 2026, its #130 holding.
Bright Futures Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 7 quarters since.
Bright Futures Wealth Management's iShares Core Moderate Allocation ETF position peaked at $366K in Q4 2025.
99 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.