OneDigital Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

OneDigital Investment Advisors’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	$552K	Buy	11,063 +409	+4%	+$20.1K	﹤0.01%	997
2026 Q1	$505K	Buy	10,654 +2,003	+23%	+$96.6K	﹤0.01%	949
2025 Q4	$413K	Sell	8,651 -88	-1%	-$4.21K	﹤0.01%	1041
2025 Q3	$416K	Buy	8,739 +1,776	+26%	+$82.5K	﹤0.01%	1016
2025 Q2	$321K	Buy	+6,963	New	+$308K	﹤0.01%	1126
2020 Q4	–	Sell	-5,000	Closed	-$205K	–	694
2020 Q3	$205K	Buy	+5,000	New	+$205K	0.01%	546

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

OneDigital Investment Advisors's AOM Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.8% in Q2 2026, buying an estimated $20.1K and bringing the position to 11,063 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

OneDigital Investment Advisors first reported a position in AOM in Q3 2020 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

OneDigital Investment Advisors held 11,063 shares of iShares Core Moderate Allocation ETF worth $552K as of Q2 2026.
OneDigital Investment Advisors bought 409 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $20.1K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #997 holding.
OneDigital Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 6 quarters since.
238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.