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

Mosley 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	$261K	Sell	5,228 -5,480	-51%	-$269K	0.08%	140
2026 Q1	$509K	Hold	10,708	–	–	0.23%	92
2025 Q4	$510K	Buy	+10,708	New	+$512K	0.23%	99
2024 Q4	$505K	Sell	11,457 -773	-6%	-$34.3K	0.31%	75
2024 Q3	$543K	Sell	12,230 -859	-7%	-$37.7K	0.37%	63
2024 Q2	$563K	Buy	+13,089	New	+$554K	0.48%	46

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

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

IAG

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 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

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

Mosley Wealth Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 51% in Q2 2026, selling an estimated $269K and leaving 5,228 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #140.

Mosley Wealth Management first reported a position in AOM in Q2 2024 and has held it in 6 quarters since. The position peaked at $563K in Q2 2024. 193 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mosley Wealth Management held 5,228 shares of iShares Core Moderate Allocation ETF worth $261K as of Q2 2026.
Mosley Wealth Management sold 5,480 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $269K.
iShares Core Moderate Allocation ETF made up 0.08% of Mosley Wealth Management's portfolio in Q2 2026, its #140 holding.
Mosley Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 6 quarters since.
Mosley Wealth Management's iShares Core Moderate Allocation ETF position peaked at $563K in Q2 2024.
193 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.