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Denver Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Denver Wealth 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 		$2.06M Buy
41,217
+5,168
+14% +$254K 0.59% 25
2026
Q1 		$1.71M Buy
36,049
+16,201
+82% +$781K 0.59% 25
2025
Q4 		$947K Buy
19,848
+4,420
+29% +$211K 0.34% 35
2025
Q3 		$734K Buy
+15,428
New +$717K 0.27% 39

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

Denver Wealth Management's AOM Position: Q2 2026 in Review

Denver Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 14% in Q2 2026, buying an estimated $254K and bringing the position to 41,217 shares worth $2.06M. The position accounts for 0.59% of the portfolio, ranked #25.

Denver Wealth Management first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Denver Wealth Management held 41,217 shares of iShares Core Moderate Allocation ETF worth $2.06M as of Q2 2026.
  • Denver Wealth Management bought 5,168 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $254K.
  • iShares Core Moderate Allocation ETF made up 0.59% of Denver Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Denver Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.