Elevation Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Elevation Wealth Partners’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	$22.2K	Buy	446 +3	+0.7%	+$147	0.01%	556
2026 Q1	$21K	Buy	443 +152	+52%	+$7.33K	0.01%	366
2025 Q4	$13.9K	Buy	291 +5	+2%	+$239	﹤0.01%	435
2025 Q3	$13.6K	Buy	286 +2	+0.7%	+$93	﹤0.01%	366
2025 Q2	$13.1K	Buy	284 +2	+0.7%	+$88	0.01%	351
2025 Q1	$12.4K	Buy	+282	New	+$12.4K	0.01%	352

Other funds holding AOM

WFS

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

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Elevation Wealth Partners's AOM Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.68% in Q2 2026, buying an estimated $147 and bringing the position to 446 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #556.

Elevation Wealth Partners first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Elevation Wealth Partners held 446 shares of iShares Core Moderate Allocation ETF worth $22.2K as of Q2 2026.
Elevation Wealth Partners bought 3 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $147.
iShares Core Moderate Allocation ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #556 holding.
Elevation Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
130 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.