IFP Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

IFP Advisors’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	$20.5K	Hold	411	–	–	﹤0.01%	2962
2026 Q1	$19.5K	Hold	411	–	–	﹤0.01%	2795
2025 Q4	$19.6K	Hold	411	–	–	﹤0.01%	2734
2025 Q3	$19.6K	Hold	411	–	–	﹤0.01%	2586
2025 Q2	$18.9K	Hold	411	–	–	﹤0.01%	2578
2025 Q1	$18K	Hold	411	–	–	﹤0.01%	2331
2024 Q4	$17.9K	Hold	411	–	–	﹤0.01%	2300
2024 Q3	$18.5K	Hold	411	–	–	﹤0.01%	2174
2024 Q2	$17.7K	Buy	411 +250	+155%	+$10.6K	﹤0.01%	2136
2024 Q1	$6.89K	Sell	161 -75	-32%	-$3.13K	﹤0.01%	2365
2023 Q4	$9.8K	Sell	236 -15,534	-99%	-$616K	﹤0.01%	2194
2023 Q3	$614K	Sell	15,770 -652	-4%	-$26.1K	0.03%	526
2023 Q2	$664K	Buy	16,422 +3,677	+29%	+$147K	0.03%	551
2023 Q1	$481K	Sell	12,745 -2,165	-15%	-$85.1K	0.02%	620
2022 Q4	$567K	Sell	14,910 -714	-5%	-$27.1K	0.02%	842
2022 Q3	$595K	Buy	15,624 +1,739	+13%	+$68.1K	0.02%	842
2022 Q2	$527K	Hold	13,885	–	–	0.02%	823
2022 Q1	$527K	Buy	13,885 +2,391	+21%	+$104K	0.02%	823
2021 Q4	$524K	Buy	11,494 +1,972	+21%	+$89.4K	0.01%	574
2021 Q3	$427K	Sell	9,522 -7,185	-43%	-$326K	0.01%	636
2021 Q2	$752K	Buy	16,707 +8,567	+105%	+$382K	0.02%	441
2021 Q1	$354K	Buy	8,140 +1,507	+23%	+$65.6K	0.01%	621
2020 Q4	$285K	Buy	6,633 +579	+10%	+$24.4K	0.01%	680
2020 Q3	$249K	Buy	6,054 +543	+10%	+$22.3K	0.01%	629
2020 Q2	$219K	Buy	5,511 +1,789	+48%	+$69K	0.02%	631
2020 Q1	$139K	Buy	3,722 +266	+8%	+$10.4K	0.01%	704
2019 Q4	$137K	Sell	3,456 -1,192	-26%	-$47.2K	0.01%	787
2019 Q3	$182K	Buy	+4,648	New	+$181K	0.01%	803
2019 Q1	$161K	Sell	4,187 -5,533	-57%	-$205K	0.02%	529
2018 Q4	$346K	Sell	9,720 -3,269	-25%	-$119K	0.02%	662
2018 Q3	$492K	Buy	12,989 +152	+1%	+$5.74K	0.02%	663
2018 Q2	$482K	Sell	12,837 -1,078	-8%	-$40.6K	0.02%	671
2018 Q1	$529K	Hold	13,915	–	–	0.02%	602
2017 Q4	$529K	Sell	13,915 -3,809	-21%	-$146K	0.02%	604
2017 Q3	$673K	Buy	17,724 +309	+2%	+$11.6K	0.03%	575
2017 Q2	$649K	Buy	17,415 +852	+5%	+$31.5K	0.03%	573
2017 Q1	$602K	Buy	16,563 +1,333	+9%	+$47.9K	0.03%	594
2016 Q4	$537K	Buy	15,230 +1,742	+13%	+$61.6K	0.03%	589
2016 Q3	$487K	Buy	13,488 +247	+2%	+$8.85K	0.03%	574
2016 Q2	$467K	Buy	13,241 +9,054	+216%	+$316K	0.03%	567
2016 Q1	$161K	Sell	4,187 -6,960	-62%	-$234K	0.02%	529
2015 Q4	$380K	Buy	+11,147	New	+$384K	0.03%	568

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

IFP Advisors's AOM Position: Q2 2026 in Review

IFP Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 411 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

IFP Advisors first reported a position in AOM in Q4 2015 and has held it in 42 quarters since. The position peaked at $752K in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

IFP Advisors held 411 shares of iShares Core Moderate Allocation ETF worth $20.5K as of Q2 2026.
IFP Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2962 holding.
IFP Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 42 quarters since.
IFP Advisors's iShares Core Moderate Allocation ETF position peaked at $752K in Q2 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.