Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Legacy Financial Group (Iowa)’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 		$873K Buy
17,494
+608
+4% +$29.9K 0.1% 71
2026
Q1 		$800K Buy
16,886
+194
+1% +$9.36K 0.1% 68
2025
Q4 		$808K Buy
16,692
+480
+3% +$22.9K 0.1% 67
2025
Q3 		$771K Sell
16,212
-176
-1% -$8.18K 0.1% 64
2025
Q2 		$755K Buy
16,388
+598
+4% +$26.4K 0.11% 61
2025
Q1 		$693K Sell
15,790
-49
-0.3% -$2.16K 0.11% 59
2024
Q4 		$688K Buy
15,839
+383
+2% +$17K 0.11% 62
2024
Q3 		$697K Buy
15,456
+588
+4% +$25.8K 0.13% 47
2024
Q2 		$639K Buy
14,868
+958
+7% +$40.6K 0.13% 62
2024
Q1 		$595K Buy
+13,910
New +$581K 0.12% 59
2023
Q4 		– Sell
-15,698
Closed -$611K – 54
2023
Q3 		$611K Buy
15,698
+215
+1% +$8.59K 0.14% 55
2023
Q2 		$626K Sell
15,483
-526
-3% -$21K 0.16% 41
2023
Q1 		$638K Buy
16,009
+465
+3% +$18.3K 0.17% 40
2022
Q4 		$591K Sell
15,544
-78
-0.5% -$2.96K 0.18% 38
2022
Q3 		$572K Sell
15,622
-2,440
-14% -$95.6K 0.19% 28
2022
Q2 		$704K Buy
18,062
+1,135
+7% +$45.9K 0.22% 33
2022
Q1 		$727K Buy
16,927
+5,246
+45% +$228K 0.21% 36
2021
Q4 		$526K Sell
11,681
-7,577
-39% -$344K 0.23% 27
2021
Q3 		$862K Sell
19,258
-291
-1% -$13.2K 0.26% 41
2021
Q2 		$881K Buy
19,549
+1,635
+9% +$72.9K 0.27% 45
2021
Q1 		$780K Buy
17,914
+207
+1% +$9.01K 0.27% 40
2020
Q4 		$765K Buy
+17,707
New +$745K 0.29% 39

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Legacy Financial Group (Iowa)'s AOM Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.6% in Q2 2026, buying an estimated $29.9K and bringing the position to 17,494 shares worth $873K. The position accounts for 0.1% of the portfolio, ranked #71.

Legacy Financial Group (Iowa) first reported a position in AOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $881K in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Legacy Financial Group (Iowa) held 17,494 shares of iShares Core Moderate Allocation ETF worth $873K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 608 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $29.9K.
  • iShares Core Moderate Allocation ETF made up 0.1% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #71 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • Legacy Financial Group (Iowa)'s iShares Core Moderate Allocation ETF position peaked at $881K in Q2 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.