Brookstone Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Brookstone Capital 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	$3.65M	Sell	73,102 -63	-0.1%	-$3.1K	0.04%	376
2026 Q1	$3.47M	Buy	73,165 +925	+1%	+$44.6K	0.04%	378
2025 Q4	$3.45M	Buy	72,240 +166	+0.2%	+$7.94K	0.04%	360
2025 Q3	$3.43M	Sell	72,074 -2,221	-3%	-$103K	0.04%	367
2025 Q2	$3.42M	Sell	74,295 -7,341	-9%	-$324K	0.04%	341
2025 Q1	$3.58M	Sell	81,636 -11,253	-12%	-$495K	0.05%	319
2024 Q4	$4.04M	Sell	92,889 -15,689	-14%	-$696K	0.06%	282
2024 Q3	$4.9M	Buy	108,578 +808	+0.7%	+$35.4K	0.07%	250
2024 Q2	$4.7M	Sell	107,770 -11,423	-10%	-$484K	0.08%	239
2024 Q1	$5.1M	Buy	119,193 +820	+0.7%	+$34.3K	0.09%	215
2023 Q4	$4.91M	Buy	118,373 +3,793	+3%	+$150K	0.1%	210
2023 Q3	$4.36M	Buy	114,580 +1,365	+1%	+$54.6K	0.1%	200
2023 Q2	$4.5M	Buy	113,215 +3,234	+3%	+$129K	0.09%	206
2023 Q1	$4.37M	Sell	109,981 -4,498	-4%	-$177K	0.09%	204
2022 Q4	$4.46M	Buy	114,479 +3,514	+3%	+$133K	0.09%	189
2022 Q3	$4.03M	Sell	110,965 -32,531	-23%	-$1.27M	0.09%	195
2022 Q2	$5.58M	Sell	143,496 -35,063	-20%	-$1.42M	0.12%	162
2022 Q1	$7.47M	Buy	178,559 +44,778	+33%	+$1.95M	0.15%	143
2021 Q4	$6M	Buy	133,781 +20,328	+18%	+$922K	0.1%	161
2021 Q3	$5.08M	Sell	113,453 -21,699	-16%	-$984K	0.09%	177
2021 Q2	$6.09M	Buy	135,152 +1,353	+1%	+$60.3K	0.11%	163
2021 Q1	$5.83M	Sell	133,799 -164,133	-55%	-$7.14M	0.22%	89
2020 Q4	$12.9M	Buy	297,932 +159,879	+116%	+$6.73M	0.51%	43
2020 Q3	$5.67M	Sell	138,053 -3,743	-3%	-$153K	0.26%	61
2020 Q2	$5.65M	Buy	141,796 +72,618	+105%	+$2.8M	0.35%	47
2020 Q1	$2.54M	Sell	69,178 -16,588	-19%	-$650K	0.15%	94
2019 Q4	$3.44M	Sell	85,766 -4,155	-5%	-$165K	0.17%	89
2019 Q3	$3.53M	Sell	89,921 -2,005	-2%	-$78.1K	0.19%	85
2019 Q2	$3.59M	Buy	91,926 +873	+1%	+$33.4K	0.21%	76
2019 Q1	$3.46M	Sell	91,053 -8,969	-9%	-$333K	0.22%	71
2018 Q4	$3.57M	Sell	100,022 -24,289	-20%	-$886K	0.27%	68
2018 Q3	$4.71M	Buy	124,311 +1,752	+1%	+$66.1K	0.36%	79
2018 Q2	$4.6M	Buy	122,559 +34,021	+38%	+$1.28M	0.4%	83
2018 Q1	$3.34M	Sell	88,538 -62,769	-41%	-$2.39M	0.3%	99
2017 Q4	$5.76M	Buy	151,307 +81,227	+116%	+$3.11M	0.52%	57
2017 Q3	$2.66M	Buy	70,080 +2,900	+4%	+$109K	0.24%	103
2017 Q2	$2.5M	Buy	67,180 +7,517	+13%	+$278K	0.24%	103
2017 Q1	$2.17M	Buy	59,663 +23,197	+64%	+$833K	0.22%	106
2016 Q4	$1.28M	Buy	36,466 +6,559	+22%	+$232K	0.14%	132
2016 Q3	$1.08M	Buy	29,907 +15,013	+101%	+$538K	0.12%	136
2016 Q2	$526K	Buy	14,894 +6,892	+86%	+$241K	0.07%	167
2016 Q1	$278K	Buy	+8,002	New	+$269K	0.04%	189

Other funds holding AOM

WFS

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 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

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brookstone Capital Management's AOM Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.09% in Q2 2026, selling an estimated $3.1K and leaving 73,102 shares worth $3.65M. The position accounts for 0.04% of the portfolio, ranked #376.

Brookstone Capital Management first reported a position in AOM in Q1 2016 and has held it in 42 quarters since. The position peaked at $12.9M in Q4 2020. 41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Brookstone Capital Management held 73,102 shares of iShares Core Moderate Allocation ETF worth $3.65M as of Q2 2026.
Brookstone Capital Management sold 63 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.1K.
iShares Core Moderate Allocation ETF made up 0.04% of Brookstone Capital Management's portfolio in Q2 2026, its #376 holding.
Brookstone Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2016 and has held it in 42 quarters since.
Brookstone Capital Management's iShares Core Moderate Allocation ETF position peaked at $12.9M in Q4 2020.
41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.