MKD Wealth Coaches
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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
Q3 		$280K Sell
5,740
-378
-6% -$18.7K 0.23% 26
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

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Taylor Financial Group
Taylor Financial Group Roanoke, Virginia $183M AUM 11.95% 1-Year Est. Return

MKD Wealth Coaches's AOM Position: Q3 2026 in Review

MKD Wealth Coaches reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.2% in Q3 2026, selling an estimated $18.7K and leaving 5,740 shares worth $280K. The position accounts for 0.23% of the portfolio, ranked #26.

MKD Wealth Coaches first reported a position in AOM in Q4 2020 and has held it in 12 quarters since. The position peaked at $344K in Q4 2024. 153 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • MKD Wealth Coaches held 5,740 shares of iShares Core Moderate Allocation ETF worth $280K as of Q3 2026.
  • MKD Wealth Coaches sold 378 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $18.7K.
  • iShares Core Moderate Allocation ETF made up 0.23% of MKD Wealth Coaches's portfolio in Q3 2026, its #26 holding.
  • MKD Wealth Coaches first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 12 quarters since.
  • MKD Wealth Coaches's iShares Core Moderate Allocation ETF position peaked at $344K in Q4 2024.
  • 153 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on MKD Wealth Coaches's 13F filing for Q3 2026, filed 9 Oct 2026.