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Phil A. Younker & Associates’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Phil A. Younker & Associates’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 		$380K Hold
7,609
– – 0.26% 22
2026
Q1 		$360K Buy
+7,609
New +$367K 0.24% 28

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Phil A. Younker & Associates's AOM Position: Q2 2026 in Review

Phil A. Younker & Associates held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 7,609 shares worth $380K. The position accounts for 0.26% of the portfolio, ranked #22.

Phil A. Younker & Associates first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Phil A. Younker & Associates held 7,609 shares of iShares Core Moderate Allocation ETF worth $380K as of Q2 2026.
  • Phil A. Younker & Associates left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.26% of Phil A. Younker & Associates's portfolio in Q2 2026, its #22 holding.
  • Phil A. Younker & Associates first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.