CFO4Life Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CFO4Life Group’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 Q1	$376K	Hold	7,935	–	–	0.06%	144
2025 Q4	$379K	Hold	7,935	–	–	0.05%	150
2025 Q3	$378K	Hold	7,935	–	–	0.05%	150
2025 Q2	$365K	Hold	7,935	–	–	0.06%	145
2025 Q1	$348K	Hold	7,935	–	–	0.06%	143
2024 Q4	$345K	Hold	7,935	–	–	0.06%	143
2024 Q3	$358K	Hold	7,935	–	–	0.06%	140
2024 Q2	$341K	Hold	7,935	–	–	0.06%	139
2024 Q1	$339K	Hold	7,935	–	–	0.06%	141
2023 Q4	$329K	Hold	7,935	–	–	0.06%	133
2023 Q3	$309K	Hold	7,935	–	–	0.07%	120
2023 Q2	$321K	Hold	7,935	–	–	0.07%	128
2023 Q1	$316K	Sell	7,935 -354	-4%	-$13.9K	0.07%	122
2022 Q4	$315K	Buy	8,289 +354	+4%	+$13.4K	0.07%	128
2022 Q3	$291K	Hold	7,935	–	–	0.08%	108
2022 Q2	$308K	Hold	7,935	–	–	0.08%	112
2022 Q1	$341K	Hold	7,935	–	–	0.07%	112
2021 Q4	$361K	Hold	7,935	–	–	0.07%	111
2021 Q3	$355K	Hold	7,935	–	–	0.08%	107
2021 Q2	$357K	Hold	7,935	–	–	0.08%	104
2021 Q1	$346K	Hold	7,935	–	–	0.09%	111
2020 Q4	$343K	Hold	7,935	–	–	0.1%	111
2020 Q3	$326K	Hold	7,935	–	–	0.11%	100
2020 Q2	$316K	Hold	7,935	–	–	0.12%	90
2020 Q1	$292K	Hold	7,935	–	–	0.16%	84
2019 Q4	$318K	Hold	7,935	–	–	0.13%	91
2019 Q3	$312K	Sell	7,935 -1,606	-17%	-$62.5K	0.14%	88
2019 Q2	$372K	Sell	9,541 -9,660	-50%	-$370K	0.17%	83
2019 Q1	$731K	Sell	19,201 -538	-3%	-$20K	0.34%	46
2018 Q4	$704K	Buy	19,739 +11,266	+133%	+$411K	0.31%	52
2018 Q3	$321K	Hold	8,473	–	–	0.14%	97
2018 Q2	$318K	Buy	+8,473	New	+$319K	0.13%	97

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFO4Life Group's AOM Position: Q1 2026 in Review

CFO4Life Group held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 7,935 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #144.

CFO4Life Group first reported a position in AOM in Q2 2018 and has held it in 32 quarters since. The position peaked at $731K in Q1 2019. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

CFO4Life Group held 7,935 shares of iShares Core Moderate Allocation ETF worth $376K as of Q1 2026.
CFO4Life Group left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.06% of CFO4Life Group's portfolio in Q1 2026, its #144 holding.
CFO4Life Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2018 and has held it in 32 quarters since.
CFO4Life Group's iShares Core Moderate Allocation ETF position peaked at $731K in Q1 2019.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.