BFC Planning, Inc.’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BFC Planning, Inc.’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	$225K	Sell	4,500 -1,310	-23%	-$64.4K	0.01%	890
2026 Q1	$275K	Sell	5,810 -443	-7%	-$21.4K	0.01%	769
2025 Q4	$298K	Sell	6,253 -3,631	-37%	-$174K	0.01%	719
2025 Q3	$470K	Sell	9,884 -1,496	-13%	-$69.5K	0.03%	403
2025 Q2	$524K	Buy	11,380 +2	+0%	+$88	0.04%	345
2025 Q1	$499K	Hold	11,378	–	–	0.04%	332
2024 Q4	$494K	Buy	+11,378	New	+$505K	0.04%	343

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

Foundations Investment Advisors Phoenix, Arizona $9.7B 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

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 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

BFC Planning, Inc.'s AOM Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Core Moderate Allocation ETF (AOM) stake by 23% in Q2 2026, selling an estimated $64.4K and leaving 4,500 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #890.

BFC Planning, Inc. first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q2 2025. 304 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

BFC Planning, Inc. held 4,500 shares of iShares Core Moderate Allocation ETF worth $225K as of Q2 2026.
BFC Planning, Inc. sold 1,310 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $64.4K.
iShares Core Moderate Allocation ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #890 holding.
BFC Planning, Inc. first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares Core Moderate Allocation ETF position peaked at $524K in Q2 2025.
304 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.