Mendel Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mendel Capital 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	$463K	Hold	9,280	–	–	0.21%	71
2026 Q1	$440K	Buy	+9,280	New	+$448K	0.22%	71
2025 Q3	$442K	Hold	9,280	–	–	0.23%	69
2025 Q2	$427K	Hold	9,280	–	–	0.24%	68
2025 Q1	$407K	Sell	9,280 -786	-8%	-$34.6K	0.25%	68
2024 Q4	$437K	Buy	10,066 +23	+0.2%	+$1.02K	0.27%	68
2024 Q3	$453K	Sell	10,043 -17	-0.2%	-$745	0.28%	66
2024 Q2	$433K	Buy	10,060 +53	+0.5%	+$2.25K	0.28%	64
2024 Q1	$428K	Buy	10,007 +107	+1%	+$4.47K	0.28%	66
2023 Q4	$411K	Hold	9,900	–	–	0.3%	65
2023 Q3	$385K	Hold	9,900	–	–	0.32%	62
2023 Q2	$400K	Hold	9,900	–	–	0.32%	61
2023 Q1	$395K	Sell	9,900 -155	-2%	-$6.09K	0.36%	49
2022 Q4	$382K	Hold	10,055	–	–	0.4%	46
2022 Q3	$368K	Hold	10,055	–	–	0.43%	44
2022 Q2	$392K	Hold	10,055	–	–	0.44%	43
2022 Q1	$432K	Hold	10,055	–	–	0.41%	45
2021 Q4	$457K	Buy	+10,055	New	+$456K	0.42%	43

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mendel Capital Management's AOM Position: Q2 2026 in Review

Mendel Capital Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 9,280 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #71.

Mendel Capital Management first reported a position in AOM in Q4 2021 and has held it in 18 quarters since. 135 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mendel Capital Management held 9,280 shares of iShares Core Moderate Allocation ETF worth $463K as of Q2 2026.
Mendel Capital Management left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.21% of Mendel Capital Management's portfolio in Q2 2026, its #71 holding.
Mendel Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 18 quarters since.
135 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.