Plan Group Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Plan Group Financial’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	$227K	Buy	4,660 +146	+3%	+$7.22K	0.04%	209
2026 Q2	$225K	Sell	4,514 -3,876	-46%	-$190K	0.05%	223
2026 Q1	$397K	Sell	8,390 -1,208	-13%	-$58.3K	0.09%	138
2025 Q4	$458K	Sell	9,598 -2,533	-21%	-$121K	0.12%	123
2025 Q3	$577K	Sell	12,131 -3,972	-25%	-$185K	0.16%	115
2025 Q2	$741K	Sell	16,103 -471	-3%	-$20.8K	0.24%	93
2025 Q1	$727K	Sell	16,574 -1,605	-9%	-$70.6K	0.26%	77
2024 Q4	$790K	Sell	18,179 -9,165	-34%	-$406K	0.42%	57
2024 Q3	$1.23M	Sell	27,344 -1,817	-6%	-$79.7K	0.65%	31
2024 Q2	$1.25M	Buy	29,161 +4,090	+16%	+$173K	0.77%	25
2024 Q1	$1.07M	Buy	25,071 +1,682	+7%	+$70.3K	0.7%	30
2023 Q4	$971K	Sell	23,389 -1,212	-5%	-$48K	0.85%	24
2023 Q3	$958K	Buy	+24,601	New	+$983K	0.69%	26

Other funds holding AOM

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Plan Group Financial's AOM Position: Q3 2026 in Review

Plan Group Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.2% in Q3 2026, buying an estimated $7.22K and bringing the position to 4,660 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #209.

Plan Group Financial first reported a position in AOM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q2 2024. 90 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Plan Group Financial held 4,660 shares of iShares Core Moderate Allocation ETF worth $227K as of Q3 2026.
Plan Group Financial bought 146 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $7.22K.
iShares Core Moderate Allocation ETF made up 0.04% of Plan Group Financial's portfolio in Q3 2026, its #209 holding.
Plan Group Financial first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 13 quarters since.
Plan Group Financial's iShares Core Moderate Allocation ETF position peaked at $1.25M in Q2 2024.
90 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.