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Patton Albertson Miller Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Patton Albertson Miller 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 		$1.49M Sell
29,810
-750
-2% -$36.8K 0.15% 105
2026
Q1 		$1.45M Sell
30,560
-11,681
-28% -$563K 0.17% 102
2025
Q4 		$2.02M Sell
42,241
-3,288
-7% -$157K 0.24% 91
2025
Q3 		$2.17M Sell
45,529
-448
-1% -$20.8K 0.26% 88
2025
Q2 		$2.12M Buy
45,977
+2,632
+6% +$116K 0.28% 86
2025
Q1 		$1.9M Buy
43,345
+623
+1% +$27.4K 0.28% 88
2024
Q4 		$1.86M Buy
42,722
+900
+2% +$39.9K 0.25% 86
2024
Q3 		$1.89M Buy
41,822
+1,693
+4% +$74.2K 0.26% 85
2024
Q2 		$1.73M Buy
40,129
+824
+2% +$34.9K 0.25% 85
2024
Q1 		$1.68M Sell
39,305
-16,241
-29% -$678K 0.25% 86
2023
Q4 		$2.31M Buy
55,546
+17,469
+46% +$692K 0.38% 84
2023
Q3 		$1.48M Sell
38,077
-7,421
-16% -$297K 0.29% 95
2023
Q2 		$1.84M Sell
45,498
-29,780
-40% -$1.19M 0.36% 90
2023
Q1 		$3M Sell
75,278
-72,429
-49% -$2.85M 0.55% 65
2022
Q4 		$5.61M Buy
147,707
+106,322
+257% +$4.03M 1.03% 25
2022
Q3 		$1.51M Sell
41,385
-20,224
-33% -$792K 0.33% 87
2022
Q2 		$2.4M Sell
61,609
-33,674
-35% -$1.36M 0.49% 78
2022
Q1 		$4.09M Sell
95,283
-20,928
-18% -$911K 0.7% 41
2021
Q4 		$5.28M Buy
116,211
+23,571
+25% +$1.07M 0.85% 27
2021
Q3 		$4.14M Sell
92,640
-19,075
-17% -$865K 0.79% 34
2021
Q2 		$5.03M Sell
111,715
-716
-0.6% -$31.9K 1.15% 15
2021
Q1 		$4.9M Sell
112,431
-6,934
-6% -$302K 1.18% 15
2020
Q4 		$5.25M Sell
119,365
-10,683
-8% -$450K 1.25% 12
2020
Q3 		$5.34M Sell
130,048
-1,079
-0.8% -$44.2K 1.51% 13
2020
Q2 		$5.23M Sell
131,127
-75
-0.1% -$2.89K 1.52% 9
2020
Q1 		$4.82M Sell
131,202
-6,989
-5% -$274K 1.63% 8
2019
Q4 		$5.55M Sell
138,191
-5,040
-4% -$200K 1.45% 7
2019
Q3 		$5.63M Sell
143,231
-4,514
-3% -$176K 1.59% 5
2019
Q2 		$5.71M Sell
147,745
-8,483
-5% -$325K 1.65% 5
2019
Q1 		$5.95M Sell
156,228
-21,496
-12% -$797K 3.01% 4
2018
Q4 		$6.57M Buy
177,724
+145,606
+453% +$5.31M 3.51% 3
2018
Q3 		$1.16M Sell
32,118
-149
-0.5% -$5.62K 0.59% 56
2018
Q2 		$1.21M Sell
32,267
-2,568
-7% -$96.6K 0.61% 60
2018
Q1 		$1.32M Sell
34,835
-7,244
-17% -$276K 0.59% 56
2017
Q4 		$1.6M Sell
42,079
-79
-0.2% -$3.02K 0.65% 48
2017
Q3 		$1.6M Sell
42,158
-1,117
-3% -$41.9K 0.7% 45
2017
Q2 		$1.63M Sell
43,275
-1,976
-4% -$73K 0.72% 40
2017
Q1 		$1.66M Buy
45,251
+5,060
+13% +$182K 0.69% 43
2016
Q4 		$1.42M Buy
40,191
+215
+0.5% +$7.6K 0.61% 49
2016
Q3 		$1.44M Buy
39,976
+4,675
+13% +$167K 0.64% 47
2016
Q2 		$1.25M Buy
+35,301
New +$1.23M 0.56% 57

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
TFG
Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 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

Patton Albertson Miller Group's AOM Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.5% in Q2 2026, selling an estimated $36.8K and leaving 29,810 shares worth $1.49M. The position accounts for 0.15% of the portfolio, ranked #105.

Patton Albertson Miller Group first reported a position in AOM in Q2 2016 and has held it in 41 quarters since. The position peaked at $6.57M in Q4 2018. 97 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Patton Albertson Miller Group held 29,810 shares of iShares Core Moderate Allocation ETF worth $1.49M as of Q2 2026.
  • Patton Albertson Miller Group sold 750 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $36.8K.
  • iShares Core Moderate Allocation ETF made up 0.15% of Patton Albertson Miller Group's portfolio in Q2 2026, its #105 holding.
  • Patton Albertson Miller Group first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 41 quarters since.
  • Patton Albertson Miller Group's iShares Core Moderate Allocation ETF position peaked at $6.57M in Q4 2018.
  • 97 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.