EWP
AOM icon

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
Q3 		$21.9K Buy
449
+3
+0.7% +$148 0.01% 651
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

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
MWC
MKD Wealth Coaches Troy, Michigan $121M AUM 12.66% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Elevation Wealth Partners's AOM Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.67% in Q3 2026, buying an estimated $148 and bringing the position to 449 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #651.

Elevation Wealth Partners first reported a position in AOM in Q1 2025 and has held it in 7 quarters since. The position peaked at $22.2K in Q2 2026. 10 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Elevation Wealth Partners held 449 shares of iShares Core Moderate Allocation ETF worth $21.9K as of Q3 2026.
  • Elevation Wealth Partners bought 3 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $148.
  • iShares Core Moderate Allocation ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #651 holding.
  • Elevation Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 7 quarters since.
  • Elevation Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $22.2K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.