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

Diversify 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	$242K	Sell	4,945 -414	-8%	-$20.3K	﹤0.01%	1135
2026 Q1	$260K	Buy	+5,359	New	+$258K	﹤0.01%	1009

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Diversify Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 7.7% in Q2 2026, selling an estimated $20.3K and leaving 4,945 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Diversify Wealth Management first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Diversify Wealth Management held 4,945 shares of iShares Core Moderate Allocation ETF worth $242K as of Q2 2026.
Diversify Wealth Management sold 414 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $20.3K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1135 holding.
Diversify Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's iShares Core Moderate Allocation ETF position peaked at $260K in Q1 2026.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.