Mather Group
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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
Q3 		$6.45K Sell
132
-1
-0.8% -$49 ﹤0.01% 1763
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

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

Mather Group's AOM Position: Q3 2026 in Review

Mather Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.75% in Q3 2026, selling an estimated $49 and leaving 132 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

Mather Group first reported a position in AOM in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.63K in Q2 2026. 84 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Mather Group held 132 shares of iShares Core Moderate Allocation ETF worth $6.45K as of Q3 2026.
  • Mather Group sold 1 iShares Core Moderate Allocation ETF share in Q3 2026, an estimated $49.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1763 holding.
  • Mather Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's iShares Core Moderate Allocation ETF position peaked at $6.63K in Q2 2026.
  • 84 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.