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Gilpin Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gilpin Wealth Management’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 		$853K Buy
17,497
+880
+5% +$43.5K 0.58% 49
2026
Q2 		$829K Buy
16,617
+2,486
+18% +$122K 0.57% 53
2026
Q1 		$669K Buy
14,131
+828
+6% +$39.9K 0.53% 57
2025
Q4 		$635K Buy
+13,303
New +$636K 0.5% 57

Other funds holding AOM

WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 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
CA
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

Gilpin Wealth Management's AOM Position: Q3 2026 in Review

Gilpin Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.3% in Q3 2026, buying an estimated $43.5K and bringing the position to 17,497 shares worth $853K. The position accounts for 0.58% of the portfolio, ranked #49.

Gilpin Wealth Management first reported a position in AOM in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Gilpin Wealth Management held 17,497 shares of iShares Core Moderate Allocation ETF worth $853K as of Q3 2026.
  • Gilpin Wealth Management bought 880 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $43.5K.
  • iShares Core Moderate Allocation ETF made up 0.58% of Gilpin Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Gilpin Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.