Consilium Wealth Advisory
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Consilium Wealth Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Consilium Wealth Advisory’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
Q3 		$3.53M Buy
72,346
+391
+0.5% +$19.3K 1.04% 23
2026
Q2 		$3.59M Sell
71,955
-4,672
-6% -$230K 1.07% 23
2026
Q1 		$3.63M Sell
76,627
-15,580
-17% -$751K 1.24% 21
2025
Q4 		$4.4M Sell
92,207
-1,456
-2% -$69.6K 1.62% 18
2025
Q3 		$4.46M Buy
93,663
+697
+0.7% +$32.4K 1.72% 18
2025
Q2 		$4.28M Buy
92,966
+8,751
+10% +$387K 1.81% 16
2025
Q1 		$3.7M Sell
84,215
-13,889
-14% -$611K 1.85% 15
2024
Q4 		$4.26M Buy
98,104
+1,421
+1% +$63K 2.03% 16
2024
Q3 		$4.36M Sell
96,683
-227
-0.2% -$10K 2.38% 11
2024
Q2 		$4.17M Sell
96,910
-1,102
-1% -$46.7K 2.28% 13
2024
Q1 		$4.19M Sell
98,012
-34,694
-26% -$1.45M 2.36% 13
2023
Q4 		$5.51M Buy
132,706
+25,184
+23% +$998K 3.31% 9
2023
Q3 		$4.19M Buy
107,522
+16,491
+18% +$659K 2.93% 10
2023
Q2 		$3.68M Buy
91,031
+82,239
+935% +$3.28M 2.55% 12
2023
Q1 		$350K Hold
8,792
– – 0.3% 60
2022
Q4 		$334K Sell
8,792
-6,223
-41% -$236K 0.29% 61
2022
Q3 		$550K Buy
+15,015
New +$588K 0.61% 40
2022
Q2 		– Sell
-6,651
Closed -$286K – 73
2022
Q1 		$286K Buy
6,651
+1,256
+23% +$54.7K 0.2% 73
2021
Q4 		$245K Buy
+5,395
New +$245K 0.16% 82

Other funds holding AOM

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Consilium Wealth Advisory's AOM Position: Q3 2026 in Review

Consilium Wealth Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.54% in Q3 2026, buying an estimated $19.3K and bringing the position to 72,346 shares worth $3.53M. The position accounts for 1.04% of the portfolio, ranked #23.

Consilium Wealth Advisory first reported a position in AOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.51M in Q4 2023. 112 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Consilium Wealth Advisory held 72,346 shares of iShares Core Moderate Allocation ETF worth $3.53M as of Q3 2026.
  • Consilium Wealth Advisory bought 391 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $19.3K.
  • iShares Core Moderate Allocation ETF made up 1.04% of Consilium Wealth Advisory's portfolio in Q3 2026, its #23 holding.
  • Consilium Wealth Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Consilium Wealth Advisory's iShares Core Moderate Allocation ETF position peaked at $5.51M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.