Mission Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Mission Wealth 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	$206K	Sell	4,132 -653	-14%	-$32.1K	﹤0.01%	1022
2026 Q1	$227K	Sell	4,785 -1,299	-21%	-$62.6K	﹤0.01%	674
2025 Q4	$290K	Sell	6,084 -1,087	-15%	-$52K	0.01%	621
2025 Q3	$341K	Buy	+7,171	New	+$333K	0.01%	574

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Mission Wealth Management's AOM Position: Q2 2026 in Review

Mission Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 14% in Q2 2026, selling an estimated $32.1K and leaving 4,132 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Mission Wealth Management first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q3 2025. 48 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mission Wealth Management held 4,132 shares of iShares Core Moderate Allocation ETF worth $206K as of Q2 2026.
Mission Wealth Management sold 653 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $32.1K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1022 holding.
Mission Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
Mission Wealth Management's iShares Core Moderate Allocation ETF position peaked at $341K in Q3 2025.
48 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.