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

Financial Enhancement 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
Q1 		– Sell
-5,246
Closed -$252K – 137
2025
Q4 		$252K Sell
5,246
-1,000
-16% -$47.8K 0.03% 130
2025
Q3 		$298K Hold
6,246
– – 0.04% 122
2025
Q2 		$285K Hold
6,246
– – 0.04% 118
2025
Q1 		$268K Sell
6,246
-42,336
-87% -$1.86M 0.04% 106
2024
Q4 		$2.09M Buy
48,582
+27,738
+133% +$1.23M 0.32% 58
2024
Q3 		$828K Sell
20,844
-39,042
-65% -$1.71M 0.16% 84
2024
Q2 		$2.6M Buy
59,886
+35,570
+146% +$1.51M 0.42% 55
2024
Q1 		$1.01M Buy
24,316
+11,765
+94% +$491K 0.17% 79
2023
Q4 		$513K Buy
+12,551
New +$497K 0.09% 90
2023
Q3 		– Sell
-16,205
Closed -$652K – 118
2023
Q2 		$652K Sell
16,205
-4,639
-22% -$185K 0.12% 91
2023
Q1 		$828K Buy
+20,844
New +$819K 0.16% 84

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Enhancement Group's AOM Position: Q1 2026 in Review

Financial Enhancement Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 5,246 shares — an estimated $252K sold.

Financial Enhancement Group first reported a position in AOM in Q1 2023 and held it in 11 quarters. The position peaked at $2.6M in Q2 2024. 294 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Financial Enhancement Group reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Enhancement Group sold 5,246 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $252K.
  • Financial Enhancement Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 11 quarters.
  • Financial Enhancement Group's iShares Core Moderate Allocation ETF position peaked at $2.6M in Q2 2024.
  • 294 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Financial Enhancement Group's 13F filing for Q1 2026, filed 20 Apr 2026.