Dynamic Advisor Solutions’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Dynamic Advisor Solutions’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	$234K	Sell	4,687 -99	-2%	-$4.86K	0.01%	949
2026 Q1	$227K	Sell	4,786 -78	-2%	-$3.76K	0.01%	887
2025 Q4	$232K	Sell	4,864 -922	-16%	-$44.1K	0.01%	861
2025 Q3	$275K	Buy	5,786 +119	+2%	+$5.53K	0.01%	798
2025 Q2	$261K	Buy	5,667 +68	+1%	+$3K	0.01%	785
2025 Q1	$246K	Sell	5,599 -437	-7%	-$19.2K	0.01%	764
2024 Q4	$262K	Buy	6,036 +571	+10%	+$25.3K	0.01%	566
2024 Q3	$247K	Sell	5,465 -84	-2%	-$3.68K	0.01%	823
2024 Q2	$239K	Buy	5,549 +616	+12%	+$26.1K	0.01%	828
2024 Q1	$211K	Sell	4,933 -22,905	-82%	-$957K	0.01%	849
2023 Q4	$1.14M	Buy	27,838 +13,903	+100%	+$551K	0.04%	388
2023 Q3	$542K	Buy	13,935 +105	+0.8%	+$4.2K	0.03%	494
2023 Q2	$559K	Buy	13,830 +27	+0.2%	+$1.08K	0.03%	461
2023 Q1	$550K	Sell	13,803 -1,251	-8%	-$49.2K	0.03%	448
2022 Q4	$572K	Sell	15,054 -23	-0.2%	-$872	0.04%	405
2022 Q3	$552K	Sell	15,077 -124	-0.8%	-$4.86K	0.04%	374
2022 Q2	$592K	Sell	15,201 -170	-1%	-$6.87K	0.05%	355
2022 Q1	$660K	Hold	15,371	–	–	0.05%	368
2021 Q4	$699K	Sell	15,371 -30,711	-67%	-$1.39M	0.05%	351
2021 Q3	$2.06M	Sell	46,082 -5,595	-11%	-$254K	0.16%	163
2021 Q2	$2.33M	Buy	51,677 +2,541	+5%	+$113K	0.18%	132
2021 Q1	$2.14M	Buy	49,136 +6,259	+15%	+$272K	0.2%	130
2020 Q4	$1.85M	Buy	42,877 +14,394	+51%	+$606K	0.17%	149
2020 Q3	$1.17M	Buy	28,483 +1,599	+6%	+$65.5K	0.13%	182
2020 Q2	$1.07M	Buy	26,884 +2,317	+9%	+$89.4K	0.14%	172
2020 Q1	$903K	Sell	24,567 -1,173	-5%	-$45.9K	0.16%	163
2019 Q4	$1.03M	Buy	25,740 +784	+3%	+$31.1K	0.14%	184
2019 Q3	$981K	Buy	24,956 +1,810	+8%	+$70.5K	0.15%	167
2019 Q2	$903K	Buy	23,146 +9,119	+65%	+$349K	0.15%	175
2019 Q1	$534K	Sell	14,027 -285	-2%	-$10.6K	0.1%	212
2018 Q4	$524K	Sell	14,312 -1,549	-10%	-$56.5K	0.11%	196
2018 Q3	$601K	Sell	15,861 -1,125	-7%	-$42.4K	0.12%	192
2018 Q2	$638K	Buy	16,986 +4,355	+34%	+$164K	0.14%	180
2018 Q1	$477K	Buy	12,631 +23	+0.2%	+$876	0.12%	196
2017 Q4	$480K	Sell	12,608 -37	-0.3%	-$1.42K	0.16%	155
2017 Q3	$480K	Buy	+12,645	New	+$475K	0.19%	145

Other funds holding AOM

WFS

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FHC

Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

Dynamic Advisor Solutions's AOM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.1% in Q2 2026, selling an estimated $4.86K and leaving 4,687 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #949.

Dynamic Advisor Solutions first reported a position in AOM in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.33M in Q2 2021. 41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Dynamic Advisor Solutions held 4,687 shares of iShares Core Moderate Allocation ETF worth $234K as of Q2 2026.
Dynamic Advisor Solutions sold 99 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.86K.
iShares Core Moderate Allocation ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #949 holding.
Dynamic Advisor Solutions first reported a position in iShares Core Moderate Allocation ETF in Q3 2017 and has held it in 36 quarters since.
Dynamic Advisor Solutions's iShares Core Moderate Allocation ETF position peaked at $2.33M in Q2 2021.
41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.