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

Mayfair Advisory 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	$228K	Buy	+4,670	New	+$231K	0.07%	167

Other funds holding AOM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Mayfair Advisory Group's AOM Position: Q3 2026 in Review

Mayfair Advisory Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2026: 4,670 shares worth $228K. The stake represents 0.07% of the portfolio and ranks #167 among its holdings.

194 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Mayfair Advisory Group held 4,670 shares of iShares Core Moderate Allocation ETF worth $228K as of Q3 2026.
iShares Core Moderate Allocation ETF was a new Mayfair Advisory Group position in Q3 2026.
iShares Core Moderate Allocation ETF made up 0.07% of Mayfair Advisory Group's portfolio in Q3 2026, its #167 holding.
194 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.