PFG Advisors
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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
Q3 		$365K Buy
7,493
+1,520
+25% +$75.1K 0.02% 595
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Jim Saulnier & Associates
Jim Saulnier & Associates Fort Collins, Colorado $259M AUM 8.22% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

PFG Advisors's AOM Position: Q3 2026 in Review

PFG Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 25% in Q3 2026, buying an estimated $75.1K and bringing the position to 7,493 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #595.

PFG Advisors first reported a position in AOM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.45M in Q2 2018. 158 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • PFG Advisors held 7,493 shares of iShares Core Moderate Allocation ETF worth $365K as of Q3 2026.
  • PFG Advisors bought 1,520 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $75.1K.
  • iShares Core Moderate Allocation ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #595 holding.
  • PFG Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 20 quarters since.
  • PFG Advisors's iShares Core Moderate Allocation ETF position peaked at $1.45M in Q2 2018.
  • 158 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.