Farther Finance Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Farther Finance Advisors’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	$188K	Sell	3,856 -123	-3%	-$6.08K	﹤0.01%	2351
2026 Q2	$198K	Sell	3,979 -1,211	-23%	-$59.5K	﹤0.01%	2239
2026 Q1	$247K	Buy	5,190 +1,596	+44%	+$77K	﹤0.01%	1872
2025 Q4	$172K	Buy	3,594 +2,218	+161%	+$106K	﹤0.01%	2013
2025 Q3	$65.5K	Sell	1,376 -561	-29%	-$26.1K	﹤0.01%	2292
2025 Q2	$89.2K	Buy	1,937 +891	+85%	+$39.4K	﹤0.01%	1820
2025 Q1	$46K	Sell	1,046 -126	-11%	-$5.55K	﹤0.01%	1936
2024 Q4	$50.9K	Buy	1,172 +992	+551%	+$44K	﹤0.01%	1655
2024 Q3	$8.13K	Sell	180 -1	-0.6%	-$44	﹤0.01%	2448
2024 Q2	$7.78K	Hold	181	–	–	﹤0.01%	2176
2024 Q1	$7.7K	Buy	181 +72	+66%	+$3.01K	﹤0.01%	1869
2023 Q4	$4.54K	Buy	+109	New	+$4.32K	﹤0.01%	2014

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's AOM Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.1% in Q3 2026, selling an estimated $6.08K and leaving 3,856 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Farther Finance Advisors first reported a position in AOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $247K in Q1 2026. 10 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Farther Finance Advisors held 3,856 shares of iShares Core Moderate Allocation ETF worth $188K as of Q3 2026.
Farther Finance Advisors sold 123 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $6.08K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2351 holding.
Farther Finance Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 12 quarters since.
Farther Finance Advisors's iShares Core Moderate Allocation ETF position peaked at $247K in Q1 2026.
10 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.