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

JNBA Financial 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 		$69.1K Buy
1,386
+10
+0.7% +$491 0.01% 286
2026
Q1 		$65.2K Buy
1,376
+15
+1% +$723 0.01% 272
2025
Q4 		$65K Buy
1,361
+15
+1% +$717 0.01% 278
2025
Q3 		$64K Buy
1,346
+319
+31% +$14.8K 0.01% 276
2025
Q2 		$47.3K Sell
1,027
-8
-0.8% -$353 ﹤0.01% 301
2025
Q1 		$45.4K Sell
1,035
-272
-21% -$12K ﹤0.01% 296
2024
Q4 		$56.8K Buy
1,307
+47
+4% +$2.08K 0.01% 272
2024
Q3 		$56.8K Buy
1,260
+5
+0.4% +$219 0.01% 274
2024
Q2 		$54K Sell
1,255
-7
-0.6% -$296 0.01% 277
2024
Q1 		$54K Buy
1,262
+5
+0.4% +$209 0.01% 277
2023
Q4 		$52.2K Buy
1,257
+42
+3% +$1.67K 0.01% 274
2023
Q3 		$47.3K Buy
1,215
+241
+25% +$9.63K 0.01% 283
2023
Q2 		$39.4K Sell
974
-630
-39% -$25.2K ﹤0.01% 315
2023
Q1 		$63.9K Buy
1,604
+381
+31% +$15K 0.01% 263
2022
Q4 		$46.5K Buy
1,223
+50
+4% +$1.9K 0.01% 285
2022
Q3 		$43K Buy
1,173
+39
+3% +$1.53K 0.01% 288
2022
Q2 		$44K Buy
1,134
+19
+2% +$768 0.01% 292
2022
Q1 		$48K Buy
1,115
+10
+0.9% +$436 0.01% 290
2021
Q4 		$50K Buy
1,105
+27
+3% +$1.22K 0.01% 305
2021
Q3 		$48K Buy
1,078
+91
+9% +$4.13K 0.01% 295
2021
Q2 		$44K Sell
987
-11
-1% -$490 0.01% 301
2021
Q1 		$43K Buy
998
+86
+9% +$3.74K 0.01% 299
2020
Q4 		$39K Sell
912
-1,119
-55% -$47.1K 0.01% 285
2020
Q3 		$83K Sell
2,031
-125
-6% -$5.12K 0.02% 206
2020
Q2 		$86K Buy
2,156
+1,232
+133% +$47.5K 0.02% 197
2020
Q1 		$34K Sell
924
-4,626
-83% -$181K 0.01% 256
2019
Q4 		$223K Sell
5,550
-541
-9% -$21.4K 0.04% 145
2019
Q3 		$239K Sell
6,091
-565
-8% -$22K 0.05% 139
2019
Q2 		$260K Sell
6,656
-307
-4% -$11.7K 0.05% 132
2019
Q1 		$265K Buy
6,963
+5,816
+507% +$216K 0.06% 127
2018
Q4 		$41K Buy
+1,147
New +$41.8K 0.01% 222
2018
Q3 		– Sell
-1,381
Closed -$52K – 485
2018
Q2 		$52K Buy
1,381
+133
+11% +$5K 0.01% 221
2018
Q1 		$47K Buy
1,248
+145
+13% +$5.52K 0.01% 228
2017
Q4 		$42K Sell
1,103
-25
-2% -$957 0.01% 237
2017
Q3 		$43K Buy
1,128
+121
+12% +$4.54K 0.01% 220
2017
Q2 		$38K Sell
1,007
-682
-40% -$25.2K 0.01% 229
2017
Q1 		$61K Buy
1,689
+897
+113% +$32.2K 0.01% 188
2016
Q4 		$28K Buy
+792
New +$28K 0.01% 258

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

JNBA Financial Advisors's AOM Position: Q2 2026 in Review

JNBA Financial Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.73% in Q2 2026, buying an estimated $491 and bringing the position to 1,386 shares worth $69.1K. The position accounts for 0.01% of the portfolio, ranked #286.

JNBA Financial Advisors first reported a position in AOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $265K in Q1 2019. 115 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • JNBA Financial Advisors held 1,386 shares of iShares Core Moderate Allocation ETF worth $69.1K as of Q2 2026.
  • JNBA Financial Advisors bought 10 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $491.
  • iShares Core Moderate Allocation ETF made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #286 holding.
  • JNBA Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 38 quarters since.
  • JNBA Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $265K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.