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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plan Group Financial's AOM Position: Q1 2026 in Review

Plan Group Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 13% in Q1 2026, selling an estimated $58.3K and leaving 8,390 shares worth $397K. The position accounts for 0.09% of the portfolio, ranked #138.

Plan Group Financial first reported a position in AOM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q2 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Plan Group Financial held 8,390 shares of iShares Core Moderate Allocation ETF worth $397K as of Q1 2026.
Plan Group Financial sold 1,208 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $58.3K.
iShares Core Moderate Allocation ETF made up 0.09% of Plan Group Financial's portfolio in Q1 2026, its #138 holding.
Plan Group Financial first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 11 quarters since.
Plan Group Financial's iShares Core Moderate Allocation ETF position peaked at $1.25M in Q2 2024.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.