First Heartland Consultants’s iShares Core Moderate Allocation ETF AOM Stock Holding History

First Heartland Consultants’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	$436K	Sell	8,936 -1	-0%	-$49	0.03%	363
2026 Q2	$446K	Buy	8,937 +596	+7%	+$29.3K	0.03%	348
2026 Q1	$395K	Sell	8,341 -247	-3%	-$11.9K	0.03%	331
2025 Q4	$410K	Sell	8,588 -53	-0.6%	-$2.53K	0.03%	332
2025 Q3	$411K	Buy	8,641 +1,000	+13%	+$46.5K	0.03%	327
2025 Q2	$262K	Hold	7,641	–	–	0.02%	419
2025 Q1	$335K	Sell	7,641 -999	-12%	-$44K	0.03%	323
2024 Q4	$375K	Sell	8,640 -176	-2%	-$7.81K	0.04%	296
2024 Q3	$398K	Hold	8,816	–	–	0.04%	281
2024 Q2	$379K	Hold	8,816	–	–	0.03%	304
2024 Q1	$377K	Sell	8,816 -100	-1%	-$4.18K	0.04%	292
2023 Q4	$370K	Sell	8,916 -100	-1%	-$3.96K	0.04%	256
2023 Q3	$351K	Hold	9,016	–	–	0.04%	264
2023 Q2	$364K	Hold	9,016	–	–	0.05%	256
2023 Q1	$359K	Sell	9,016 -4,371	-33%	-$172K	0.05%	249
2022 Q4	$509K	Sell	13,387 -275	-2%	-$10.4K	0.08%	195
2022 Q3	$500K	Buy	13,662 +435	+3%	+$17K	0.04%	184
2022 Q2	$515K	Sell	13,227 -1,000	-7%	-$40.4K	0.08%	186
2022 Q1	$611K	Hold	14,227	–	–	0.09%	161
2021 Q4	$646K	Sell	14,227 -187	-1%	-$8.48K	0.02%	160
2021 Q3	$645K	Buy	14,414 +5,780	+67%	+$262K	0.1%	165
2021 Q2	$389K	Buy	+8,634	New	+$385K	0.06%	251
2020 Q3	–	Sell	-5,554	Closed	-$221K	–	299
2020 Q2	$221K	Hold	5,554	–	–	0.04%	251
2020 Q1	$204K	Sell	5,554 -1,060	-16%	-$41.5K	0.05%	228
2019 Q4	$265K	Buy	6,614 +1,335	+25%	+$52.9K	0.05%	247
2019 Q3	$207K	Buy	5,279 +3	+0.1%	+$117	0.04%	275
2019 Q2	$206K	Buy	5,276 +1	+0%	+$38	0.05%	268
2019 Q1	$201K	Buy	+5,275	New	+$196K	0.06%	268

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

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

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

First Heartland Consultants's AOM Position: Q3 2026 in Review

First Heartland Consultants reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.01% in Q3 2026, selling an estimated $49 and leaving 8,936 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #363.

First Heartland Consultants first reported a position in AOM in Q1 2019 and has held it in 28 quarters since. The position peaked at $646K in Q4 2021. 10 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

First Heartland Consultants held 8,936 shares of iShares Core Moderate Allocation ETF worth $436K as of Q3 2026.
First Heartland Consultants sold 1 iShares Core Moderate Allocation ETF share in Q3 2026, an estimated $49.
iShares Core Moderate Allocation ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #363 holding.
First Heartland Consultants first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 28 quarters since.
First Heartland Consultants's iShares Core Moderate Allocation ETF position peaked at $646K in Q4 2021.
10 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.