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

JPL 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	$10.5K	Hold	216	–	–	﹤0.01%	468
2026 Q2	$10.8K	Hold	216	–	–	﹤0.01%	574
2026 Q1	$10.2K	Buy	+216	New	+$10.4K	﹤0.01%	524
2025 Q4	–	Sell	-216	Closed	-$10.3K	–	167
2025 Q3	$10.3K	Buy	+216	New	+$10K	﹤0.01%	538

Other funds holding AOM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

JPL Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2026 at 216 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

JPL Wealth Management first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.8K in Q2 2026. 233 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

JPL Wealth Management held 216 shares of iShares Core Moderate Allocation ETF worth $10.5K as of Q3 2026.
JPL Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q3 2026, its #468 holding.
JPL Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
JPL Wealth Management's iShares Core Moderate Allocation ETF position peaked at $10.8K in Q2 2026.
233 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026.