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Mather Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mather Group’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 		$6.63K Buy
133
+1
+0.8% +$49 ﹤0.01% 1577
2026
Q1 		$6.28K Buy
+132
New +$6.37K ﹤0.01% 1536

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

Mather Group's AOM Position: Q2 2026 in Review

Mather Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.76% in Q2 2026, buying an estimated $49 and bringing the position to 133 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Mather Group first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Mather Group held 133 shares of iShares Core Moderate Allocation ETF worth $6.63K as of Q2 2026.
  • Mather Group bought 1 iShares Core Moderate Allocation ETF share in Q2 2026, an estimated $49.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1577 holding.
  • Mather Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.