Focus Financial Network’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Focus Financial Network’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	$5.47M	Sell	109,571 -6,296	-5%	-$309K	0.17%	104
2026 Q1	$5.49M	Buy	115,867 +16,857	+17%	+$813K	0.2%	88
2025 Q4	$4.73M	Buy	99,010 +2,415	+3%	+$115K	0.16%	99
2025 Q3	$4.6M	Sell	96,595 -626	-0.6%	-$29.1K	0.16%	101
2025 Q2	$4.48M	Sell	97,221 -29,106	-23%	-$1.29M	0.18%	91
2025 Q1	$5.54M	Sell	126,327 -63,179	-33%	-$2.78M	0.23%	77
2024 Q4	$8.23M	Buy	189,506 +21,404	+13%	+$949K	0.33%	56
2024 Q3	$7.58M	Buy	168,102 +67,429	+67%	+$2.96M	0.31%	63
2024 Q2	$4.39M	Sell	100,673 -52,693	-34%	-$2.23M	0.19%	87
2024 Q1	$6.32M	Buy	153,366 +72,840	+90%	+$3.04M	0.31%	66
2023 Q4	$3.34M	Sell	80,526 -1,426	-2%	-$56.5K	0.13%	143
2023 Q3	$3.19M	Sell	81,952 -2,435	-3%	-$97.3K	0.18%	106
2023 Q2	$3.41M	Buy	84,387 +1,422	+2%	+$56.8K	0.19%	106
2023 Q1	$3.31M	Buy	82,965 +14,872	+22%	+$584K	0.21%	104
2022 Q4	$2.59M	Sell	68,093 -20,266	-23%	-$768K	0.21%	97
2022 Q3	$3.23M	Buy	88,359 +1,760	+2%	+$68.9K	0.28%	74
2022 Q2	$3.37M	Sell	86,599 -4,261	-5%	-$172K	0.28%	75
2022 Q1	$3.9M	Buy	+90,860	New	+$3.96M	0.27%	75
2021 Q4	–	Sell	-87,560	Closed	-$3.92M	–	359
2021 Q3	$3.92M	Buy	87,560 +6,263	+8%	+$284K	0.52%	47
2021 Q2	$3.66M	Buy	81,297 +1,974	+2%	+$88K	0.49%	52
2021 Q1	$3.45M	Buy	79,323 +10,756	+16%	+$468K	0.4%	52
2020 Q4	$2.96M	Buy	68,567 +2,950	+4%	+$124K	0.26%	79
2020 Q3	$2.69M	Buy	+65,617	New	+$2.69M	0.25%	86

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

Focus Financial Network's AOM Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.4% in Q2 2026, selling an estimated $309K and leaving 109,571 shares worth $5.47M. The position accounts for 0.17% of the portfolio, ranked #104.

Focus Financial Network first reported a position in AOM in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.23M in Q4 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Focus Financial Network held 109,571 shares of iShares Core Moderate Allocation ETF worth $5.47M as of Q2 2026.
Focus Financial Network sold 6,296 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $309K.
iShares Core Moderate Allocation ETF made up 0.17% of Focus Financial Network's portfolio in Q2 2026, its #104 holding.
Focus Financial Network first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 23 quarters since.
Focus Financial Network's iShares Core Moderate Allocation ETF position peaked at $8.23M in Q4 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.