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L.K. Benson & Company’s iShares Core Moderate Allocation ETF AOM Stock Holding History

L.K. Benson & Company’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 		$715K Buy
14,329
+3,964
+38% +$195K 0.22% 65
2026
Q1 		$491K Buy
+10,365
New +$500K 0.16% 74

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
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
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

L.K. Benson & Company's AOM Position: Q2 2026 in Review

L.K. Benson & Company increased its iShares Core Moderate Allocation ETF (AOM) stake by 38% in Q2 2026, buying an estimated $195K and bringing the position to 14,329 shares worth $715K. The position accounts for 0.22% of the portfolio, ranked #65.

L.K. Benson & Company first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • L.K. Benson & Company held 14,329 shares of iShares Core Moderate Allocation ETF worth $715K as of Q2 2026.
  • L.K. Benson & Company bought 3,964 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $195K.
  • iShares Core Moderate Allocation ETF made up 0.22% of L.K. Benson & Company's portfolio in Q2 2026, its #65 holding.
  • L.K. Benson & Company first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.