BSW Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BSW Wealth Partners’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	$234K	Buy	+4,696	New	+$231K	0.03%	293

Other funds holding AOM

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

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

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

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

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

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

BSW Wealth Partners's AOM Position: Q2 2026 in Review

BSW Wealth Partners opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 4,696 shares worth $234K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

BSW Wealth Partners held 4,696 shares of iShares Core Moderate Allocation ETF worth $234K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new BSW Wealth Partners position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #293 holding.
41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.