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

Mascoma 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 Q2	$6.39K	Hold	128	–	–	﹤0.01%	357
2026 Q1	$6.06K	Hold	128	–	–	﹤0.01%	358
2025 Q4	$6.11K	Hold	128	–	–	﹤0.01%	352
2025 Q3	$6.09K	Hold	128	–	–	﹤0.01%	360
2025 Q2	$5.89K	Sell	128 -195	-60%	-$8.61K	﹤0.01%	371
2025 Q1	$14.2K	Hold	323	–	–	﹤0.01%	295
2024 Q4	$14K	Sell	323 -180	-36%	-$7.98K	﹤0.01%	312
2024 Q3	$22.7K	Hold	503	–	–	0.01%	253
2024 Q2	$21.6K	Sell	503 -7	-1%	-$296	0.01%	262
2024 Q1	$21.8K	Sell	510 -115	-18%	-$4.8K	0.01%	256
2023 Q4	$25.9K	Hold	625	–	–	0.01%	246
2023 Q3	$24.3K	Hold	625	–	–	0.01%	254
2023 Q2	$25.1K	Sell	625 -369	-37%	-$14.7K	0.01%	249
2023 Q1	$39.8K	Sell	994 -74	-7%	-$2.91K	0.01%	260
2022 Q4	$40.6K	Buy	1,068 +367	+52%	+$13.9K	0.01%	257
2022 Q3	$26K	Buy	701 +2	+0.3%	+$78	0.01%	306
2022 Q2	$27K	Buy	699 +1	+0.1%	+$40	0.01%	313
2022 Q1	$30K	Hold	698	–	–	0.01%	327
2021 Q4	$32K	Buy	698 +269	+63%	+$12.2K	0.01%	267
2021 Q3	$19K	Buy	+429	New	+$19.5K	0.01%	297
2021 Q2	–	Sell	-417	Closed	-$18K	–	118
2021 Q1	$18K	Buy	+417	New	+$18.1K	0.01%	298
2019 Q3	–	Sell	-311	Closed	-$12K	–	90
2019 Q2	$12K	Buy	+311	New	+$11.9K	0.01%	252

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

Mascoma Wealth Management's AOM Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 128 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Mascoma Wealth Management first reported a position in AOM in Q2 2019 and has held it in 22 quarters since. The position peaked at $40.6K in Q4 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mascoma Wealth Management held 128 shares of iShares Core Moderate Allocation ETF worth $6.39K as of Q2 2026.
Mascoma Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #357 holding.
Mascoma Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and has held it in 22 quarters since.
Mascoma Wealth Management's iShares Core Moderate Allocation ETF position peaked at $40.6K in Q4 2022.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.