Fiduciary Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fiduciary Financial 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	$262K	Buy	5,245 +89	+2%	+$4.37K	0.03%	321
2026 Q1	$244K	Sell	5,156 -4	-0.1%	-$193	0.03%	308
2025 Q4	$246K	Buy	5,160 +137	+3%	+$6.55K	0.03%	289
2025 Q3	$239K	Buy	5,023 +109	+2%	+$5.07K	0.04%	277
2025 Q2	$226K	Buy	4,914 +26	+0.5%	+$1.15K	0.04%	273
2025 Q1	$206K	Buy	4,888 +22	+0.5%	+$968	0.04%	274
2024 Q4	$209K	Sell	4,866 -298	-6%	-$13.2K	0.05%	269
2024 Q3	$230K	Buy	5,164 +561	+12%	+$24.6K	0.05%	240
2024 Q2	$201K	Buy	+4,603	New	+$195K	0.05%	250

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

Fiduciary Financial Group's AOM Position: Q2 2026 in Review

Fiduciary Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.7% in Q2 2026, buying an estimated $4.37K and bringing the position to 5,245 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #321.

Fiduciary Financial Group first reported a position in AOM in Q2 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Fiduciary Financial Group held 5,245 shares of iShares Core Moderate Allocation ETF worth $262K as of Q2 2026.
Fiduciary Financial Group bought 89 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.37K.
iShares Core Moderate Allocation ETF made up 0.03% of Fiduciary Financial Group's portfolio in Q2 2026, its #321 holding.
Fiduciary Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 9 quarters since.
135 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.