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

LifePlan Financial’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 		$1.75M Sell
35,023
-2,278
-6% -$112K 1.22% 25
2026
Q1 		$1.77M Buy
37,301
+5,302
+17% +$256K 1.31% 20
2025
Q4 		$1.53M Sell
31,999
-792
-2% -$37.9K 1.17% 24
2025
Q3 		$1.56M Sell
32,791
-4,852
-13% -$225K 1.24% 24
2025
Q2 		$1.73M Sell
37,643
-337
-0.9% -$14.9K 1.44% 19
2025
Q1 		$1.67M Sell
37,980
-9,591
-20% -$422K 1.45% 17
2024
Q4 		$2.07M Buy
47,571
+10,736
+29% +$476K 1.83% 14
2024
Q3 		$1.66M Sell
36,835
-1,138
-3% -$49.9K 1.43% 20
2024
Q2 		$1.63M Buy
37,973
+5,602
+17% +$237K 1.5% 19
2024
Q1 		$1.38M Buy
32,371
+29
+0.1% +$1.21K 1.27% 22
2023
Q4 		$1.34M Buy
+32,342
New +$1.28M 1.34% 19

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
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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

LifePlan Financial's AOM Position: Q2 2026 in Review

LifePlan Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.1% in Q2 2026, selling an estimated $112K and leaving 35,023 shares worth $1.75M. The position accounts for 1.22% of the portfolio, ranked #25.

LifePlan Financial first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.07M in Q4 2024. 179 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • LifePlan Financial held 35,023 shares of iShares Core Moderate Allocation ETF worth $1.75M as of Q2 2026.
  • LifePlan Financial sold 2,278 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $112K.
  • iShares Core Moderate Allocation ETF made up 1.22% of LifePlan Financial's portfolio in Q2 2026, its #25 holding.
  • LifePlan Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's iShares Core Moderate Allocation ETF position peaked at $2.07M in Q4 2024.
  • 179 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.