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

PFG 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	$298K	Buy	5,973 +168	+3%	+$8.25K	0.02%	665
2026 Q1	$275K	Buy	+5,805	New	+$280K	0.01%	677
2023 Q2	–	Sell	-8,733	Closed	-$348K	–	671
2023 Q1	$348K	Sell	8,733 -5,848	-40%	-$230K	0.03%	457
2022 Q4	$554K	Buy	14,581 +370	+3%	+$14K	0.05%	337
2022 Q3	$520K	Buy	+14,211	New	+$557K	0.06%	314
2022 Q1	–	Sell	-11,668	Closed	-$531K	–	417
2021 Q4	$531K	Buy	+11,668	New	+$529K	0.05%	339
2021 Q1	–	Sell	-5,135	Closed	-$222K	–	461
2020 Q4	$222K	Sell	5,135 -1,980	-28%	-$83.4K	0.04%	343
2020 Q3	$293K	Hold	7,115	–	–	0.06%	290
2020 Q2	$286K	Sell	7,115 -965	-12%	-$37.2K	0.06%	256
2020 Q1	$305K	Sell	8,080 -1,655	-17%	-$64.8K	0.08%	227
2019 Q4	$391K	Sell	9,735 -1,432	-13%	-$56.7K	0.1%	220
2019 Q3	$435K	Sell	11,167 -6,361	-36%	-$248K	0.12%	198
2019 Q2	$684K	Sell	17,528 -6,002	-26%	-$230K	0.19%	149
2019 Q1	$904K	Sell	23,530 -3,299	-12%	-$122K	0.28%	110
2018 Q4	$996K	Sell	26,829 -7,048	-21%	-$257K	0.31%	99
2018 Q3	$1.24M	Sell	33,877 -4,876	-13%	-$184K	0.96%	28
2018 Q2	$1.45M	Buy	38,753 +3,584	+10%	+$135K	1.28%	20
2018 Q1	$1.33M	Buy	35,169 +3,848	+12%	+$147K	1.26%	21
2017 Q4	$1.19M	Buy	+31,321	New	+$1.2M	1.25%	22

Other funds holding AOM

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

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

PFG Advisors's AOM Position: Q2 2026 in Review

PFG Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.9% in Q2 2026, buying an estimated $8.25K and bringing the position to 5,973 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #665.

PFG Advisors first reported a position in AOM in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.45M in Q2 2018. 115 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

PFG Advisors held 5,973 shares of iShares Core Moderate Allocation ETF worth $298K as of Q2 2026.
PFG Advisors bought 168 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $8.25K.
iShares Core Moderate Allocation ETF made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #665 holding.
PFG Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 19 quarters since.
PFG Advisors's iShares Core Moderate Allocation ETF position peaked at $1.45M in Q2 2018.
115 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.