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Comprehensive Financial Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Comprehensive Financial Planning’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 		$60.6K Buy
1,214
+8
+0.7% +$393 0.03% 165
2026
Q1 		$57.1K Hold
1,206
– – 0.04% 156
2025
Q4 		$57.6K Buy
1,206
+20
+2% +$956 0.04% 158
2025
Q3 		$56.4K Buy
1,186
+9
+0.8% +$418 0.04% 160
2025
Q2 		$54.2K Buy
1,177
+8
+0.7% +$353 0.04% 151
2025
Q1 		$51.3K Sell
1,169
-1
-0.1% -$44 0.05% 137
2024
Q4 		$50.8K Buy
+1,170
New +$51.9K 0.04% 155

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Comprehensive Financial Planning's AOM Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.66% in Q2 2026, buying an estimated $393 and bringing the position to 1,214 shares worth $60.6K. The position accounts for 0.03% of the portfolio, ranked #165.

Comprehensive Financial Planning first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Comprehensive Financial Planning held 1,214 shares of iShares Core Moderate Allocation ETF worth $60.6K as of Q2 2026.
  • Comprehensive Financial Planning bought 8 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $393.
  • iShares Core Moderate Allocation ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #165 holding.
  • Comprehensive Financial Planning first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.