MKD Wealth Coaches’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MKD Wealth Coaches’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	$305K	Buy	6,118 +435	+8%	+$21.4K	0.26%	23
2026 Q1	$269K	Sell	5,683 -330	-5%	-$15.9K	0.26%	23
2025 Q4	$287K	Buy	6,013 +37	+0.6%	+$1.77K	0.29%	21
2025 Q3	$284K	Sell	5,976 -552	-8%	-$25.7K	0.28%	21
2025 Q2	$301K	Buy	6,528 +457	+8%	+$20.2K	0.32%	18
2025 Q1	$266K	Sell	6,071 -1,854	-23%	-$81.6K	0.3%	19
2024 Q4	$344K	Buy	+7,925	New	+$352K	0.35%	20
2021 Q4	–	Sell	-5,400	Closed	-$242K	–	35
2021 Q3	$242K	Buy	5,400 +379	+8%	+$17.2K	0.38%	17
2021 Q2	$226K	Sell	5,021 -409	-8%	-$18.2K	0.36%	16
2021 Q1	$236K	Sell	5,430 -329	-6%	-$14.3K	0.4%	16
2020 Q4	$249K	Buy	+5,759	New	+$242K	0.4%	20

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

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

MAM

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

MKD Wealth Coaches's AOM Position: Q2 2026 in Review

MKD Wealth Coaches increased its iShares Core Moderate Allocation ETF (AOM) stake by 7.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 6,118 shares worth $305K. The position accounts for 0.26% of the portfolio, ranked #23.

MKD Wealth Coaches first reported a position in AOM in Q4 2020 and has held it in 11 quarters since. The position peaked at $344K in Q4 2024. 67 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

MKD Wealth Coaches held 6,118 shares of iShares Core Moderate Allocation ETF worth $305K as of Q2 2026.
MKD Wealth Coaches bought 435 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $21.4K.
iShares Core Moderate Allocation ETF made up 0.26% of MKD Wealth Coaches's portfolio in Q2 2026, its #23 holding.
MKD Wealth Coaches first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 11 quarters since.
MKD Wealth Coaches's iShares Core Moderate Allocation ETF position peaked at $344K in Q4 2024.
67 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.