Independent Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Independent Financial Group’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	$1.2M	Sell	24,050 -552	-2%	-$27.1K	0.02%	615
2026 Q1	$1.17M	Sell	24,602 -100	-0.4%	-$4.82K	0.03%	576
2025 Q4	$1.18M	Buy	24,702 +7,226	+41%	+$345K	0.03%	561
2025 Q3	$832K	Buy	17,476 +204	+1%	+$9.48K	0.02%	660
2025 Q2	$795K	Hold	17,272	–	–	0.02%	616
2025 Q1	$758K	Sell	17,272 -5,000	-22%	-$220K	0.03%	562
2024 Q4	$967K	Buy	22,272 +1,467	+7%	+$65.1K	0.03%	489
2024 Q3	$939K	Hold	20,805	–	–	0.03%	459
2024 Q2	$895K	Sell	20,805 -5,000	-19%	-$212K	0.04%	431
2024 Q1	$1.1M	Buy	25,805 +555	+2%	+$23.2K	0.05%	349
2023 Q4	$1.05M	Sell	25,250 -250	-1%	-$9.91K	0.06%	350
2023 Q3	$993K	Sell	25,500 -1,000	-4%	-$40K	0.06%	318
2023 Q2	$1.07M	Buy	26,500 +1,000	+4%	+$39.9K	0.07%	298
2023 Q1	$1.02M	Sell	25,500 -4,000	-14%	-$157K	0.08%	277
2022 Q4	$1.12M	Sell	29,500 -1,000	-3%	-$37.9K	0.1%	215
2022 Q3	$1.12M	Sell	30,500 -5,430	-15%	-$213K	0.1%	204
2022 Q2	$1.4M	Hold	35,930	–	–	0.15%	158
2022 Q1	$1.54M	Buy	35,930 +1,700	+5%	+$74K	0.13%	164
2021 Q4	$1.56M	Buy	+34,230	New	+$1.55M	0.13%	158

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

Independent Financial Group's AOM Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q2 2026, selling an estimated $27.1K and leaving 24,050 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #615.

Independent Financial Group first reported a position in AOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.56M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Independent Financial Group held 24,050 shares of iShares Core Moderate Allocation ETF worth $1.2M as of Q2 2026.
Independent Financial Group sold 552 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $27.1K.
iShares Core Moderate Allocation ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #615 holding.
Independent Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 19 quarters since.
Independent Financial Group's iShares Core Moderate Allocation ETF position peaked at $1.56M in Q4 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.