Leading Edge Financial Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Leading Edge Financial Planning’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	$329K	Hold	6,597	–	–	0.06%	52
2026 Q1	$313K	Hold	6,597	–	–	0.07%	51
2025 Q4	$315K	Sell	6,597 -243	-4%	-$11.6K	0.07%	49
2025 Q3	$325K	Sell	6,840 -530	-7%	-$24.6K	0.08%	49
2025 Q2	$339K	Hold	7,370	–	–	0.09%	43
2025 Q1	$323K	Hold	7,370	–	–	0.1%	44
2024 Q4	$320K	Hold	7,370	–	–	0.11%	45
2024 Q3	$332K	Sell	7,370 -43	-0.6%	-$1.89K	0.11%	40
2024 Q2	$319K	Sell	7,413 -20	-0.3%	-$847	0.13%	38
2024 Q1	$318K	Sell	7,433 -439	-6%	-$18.3K	0.14%	35
2023 Q4	$327K	Buy	7,872 +2,572	+49%	+$102K	0.17%	42
2023 Q3	$206K	Sell	5,300 -1,062	-17%	-$42.4K	0.13%	65
2023 Q2	$257K	Sell	6,362 -308	-5%	-$12.3K	0.17%	55
2023 Q1	$266K	Buy	+6,670	New	+$262K	0.19%	56

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

Leading Edge Financial Planning's AOM Position: Q2 2026 in Review

Leading Edge Financial Planning held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 6,597 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #52.

Leading Edge Financial Planning first reported a position in AOM in Q1 2023 and has held it in 14 quarters since. The position peaked at $339K in Q2 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Leading Edge Financial Planning held 6,597 shares of iShares Core Moderate Allocation ETF worth $329K as of Q2 2026.
Leading Edge Financial Planning left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.06% of Leading Edge Financial Planning's portfolio in Q2 2026, its #52 holding.
Leading Edge Financial Planning first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and has held it in 14 quarters since.
Leading Edge Financial Planning's iShares Core Moderate Allocation ETF position peaked at $339K in Q2 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.