Medallion Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Medallion Wealth Advisors’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	$15.7K	Sell	314 -10	-3%	-$491	0.01%	670
2026 Q1	$15.3K	Hold	324	–	–	0.01%	700
2025 Q4	$15.4K	Buy	324 +6	+2%	+$287	0.01%	686
2025 Q3	$15.1K	Buy	318 +3	+1%	+$139	0.01%	681
2025 Q2	$14.5K	Buy	315 +2	+0.6%	+$88	0.01%	681
2025 Q1	$13.8K	Sell	313 -2	-0.6%	-$88	0.01%	635
2024 Q4	$13.7K	Buy	+315	New	+$14K	0.01%	617

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

Medallion Wealth Advisors's AOM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 3.1% in Q2 2026, selling an estimated $491 and leaving 314 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #670.

Medallion Wealth Advisors first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Medallion Wealth Advisors held 314 shares of iShares Core Moderate Allocation ETF worth $15.7K as of Q2 2026.
Medallion Wealth Advisors sold 10 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $491.
iShares Core Moderate Allocation ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #670 holding.
Medallion Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.