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

National Wealth Management Group’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 		$217K Sell
4,349
-432
-9% -$21.2K 0.07% 214
2026
Q1 		$226K Sell
4,781
-2,024
-30% -$97.6K 0.08% 202
2025
Q4 		$325K Sell
6,805
-109
-2% -$5.21K 0.11% 174
2025
Q3 		$329K Buy
6,914
+2,419
+54% +$112K 0.12% 176
2025
Q2 		$207K Buy
+4,495
New +$199K 0.12% 152
2024
Q4 		– Sell
-10,277
Closed -$464K – 149
2024
Q3 		$464K Buy
10,277
+583
+6% +$25.6K 0.31% 77
2024
Q2 		$417K Sell
9,694
-4,791
-33% -$203K 0.32% 76
2024
Q1 		$620K Sell
14,485
-381
-3% -$15.9K 0.48% 48
2023
Q4 		$617K Buy
+14,866
New +$589K 0.6% 47

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

National Wealth Management Group's AOM Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 9% in Q2 2026, selling an estimated $21.2K and leaving 4,349 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #214.

National Wealth Management Group first reported a position in AOM in Q4 2023 and has held it in 9 quarters since. The position peaked at $620K in Q1 2024. 77 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • National Wealth Management Group held 4,349 shares of iShares Core Moderate Allocation ETF worth $217K as of Q2 2026.
  • National Wealth Management Group sold 432 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $21.2K.
  • iShares Core Moderate Allocation ETF made up 0.07% of National Wealth Management Group's portfolio in Q2 2026, its #214 holding.
  • National Wealth Management Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 9 quarters since.
  • National Wealth Management Group's iShares Core Moderate Allocation ETF position peaked at $620K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.