Ellenbecker Investment Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Ellenbecker Investment Group’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	$4.16M	Buy	83,370 +2,181	+3%	+$107K	0.48%	22
2026 Q1	$3.85M	Buy	81,189 +2,597	+3%	+$125K	0.52%	19
2025 Q4	$3.75M	Buy	78,592 +22,109	+39%	+$1.06M	0.52%	19
2025 Q3	$2.69M	Buy	56,483 +6,492	+13%	+$302K	0.4%	21
2025 Q2	$2.3M	Buy	49,991 +597	+1%	+$26.4K	0.37%	22
2025 Q1	$2.17M	Buy	49,394 +141	+0.3%	+$6.21K	0.39%	25
2024 Q4	$2.14M	Buy	49,253 +9,685	+24%	+$430K	0.38%	24
2024 Q3	$1.78M	Buy	39,568 +1,606	+4%	+$70.4K	0.34%	31
2024 Q2	$1.63M	Buy	37,962 +10,621	+39%	+$450K	0.33%	30
2024 Q1	$1.17M	Buy	27,341 +2,672	+11%	+$112K	0.25%	36
2023 Q4	$1.02M	Buy	24,669 +6,877	+39%	+$273K	0.24%	36
2023 Q3	$692K	Buy	17,792 +4,882	+38%	+$195K	0.18%	50
2023 Q2	$521K	Buy	12,910 +21	+0.2%	+$838	0.13%	54
2023 Q1	$513K	Buy	12,889 +630	+5%	+$24.8K	0.14%	54
2022 Q4	$465K	Sell	12,259 -3,690	-23%	-$140K	0.14%	52
2022 Q3	$583K	Buy	15,949 +148	+0.9%	+$5.8K	0.18%	40
2022 Q2	$615K	Buy	15,801 +2,094	+15%	+$84.6K	0.19%	39
2022 Q1	$589K	Buy	13,707 +2,319	+20%	+$101K	0.17%	39
2021 Q4	$517K	Buy	+11,388	New	+$516K	0.14%	43

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

Ellenbecker Investment Group's AOM Position: Q2 2026 in Review

Ellenbecker Investment Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.7% in Q2 2026, buying an estimated $107K and bringing the position to 83,370 shares worth $4.16M. The position accounts for 0.48% of the portfolio, ranked #22.

Ellenbecker Investment Group first reported a position in AOM in Q4 2021 and has held it in 19 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Ellenbecker Investment Group held 83,370 shares of iShares Core Moderate Allocation ETF worth $4.16M as of Q2 2026.
Ellenbecker Investment Group bought 2,181 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $107K.
iShares Core Moderate Allocation ETF made up 0.48% of Ellenbecker Investment Group's portfolio in Q2 2026, its #22 holding.
Ellenbecker Investment Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 19 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.