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RDA Financial Network’s iShares Core Moderate Allocation ETF AOM Stock Holding History

RDA Financial Network’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 		$1.21M Buy
24,320
+50
+0.2% +$2.46K 0.26% 90
2026
Q1 		$1.15M Sell
24,270
-400
-2% -$19.3K 0.29% 94
2025
Q4 		$1.18M Sell
24,670
-745
-3% -$35.6K 0.28% 98
2025
Q3 		$1.21M Sell
25,415
-500
-2% -$23.2K 0.3% 99
2025
Q2 		$1.19M Sell
25,915
-175
-0.7% -$7.73K 0.32% 94
2025
Q1 		$1.14M Sell
26,090
-550
-2% -$24.2K 0.34% 88
2024
Q4 		$1.16M Sell
26,640
-900
-3% -$39.9K 0.34% 88
2024
Q3 		$1.24M Sell
27,540
-575
-2% -$25.2K 0.39% 76
2024
Q2 		$1.21M Sell
28,115
-150
-0.5% -$6.35K 0.4% 75
2024
Q1 		$1.21M Sell
28,265
-1,850
-6% -$77.3K 0.41% 68
2023
Q4 		$1.25M Buy
30,115
+850
+3% +$33.7K 0.47% 62
2023
Q3 		$1.14M Buy
29,265
+130
+0.4% +$5.2K 0.49% 58
2023
Q2 		$1.18M Buy
29,135
+1,600
+6% +$63.9K 0.5% 58
2023
Q1 		$1.1M Sell
27,535
-850
-3% -$33.4K 0.5% 59
2022
Q4 		$1.08M Hold
28,385
– – 0.54% 57
2022
Q3 		$1.04M Sell
28,385
-100
-0.4% -$3.92K 0.57% 57
2022
Q2 		$1.11M Sell
28,485
-125
-0.4% -$5.05K 0.56% 57
2022
Q1 		$1.23M Buy
28,610
+900
+3% +$39.2K 0.52% 58
2021
Q4 		$1.26M Buy
27,710
+300
+1% +$13.6K 0.51% 57
2021
Q3 		$1.23M Buy
27,410
+500
+2% +$22.7K 0.54% 57
2021
Q2 		$1.21M Buy
26,910
+850
+3% +$37.9K 0.54% 57
2021
Q1 		$1.14M Buy
26,060
+365
+1% +$15.9K 0.49% 58
2020
Q4 		$1.11M Buy
25,695
+695
+3% +$29.3K 0.5% 57
2020
Q3 		$1.03M Sell
25,000
-150
-0.6% -$6.15K 0.46% 62
2020
Q2 		$1M Buy
25,150
+9,075
+56% +$350K 0.5% 57
2020
Q1 		$591K Sell
16,075
-465
-3% -$18.2K 0.36% 73
2019
Q4 		$669K Buy
16,540
+775
+5% +$30.7K 0.27% 95
2019
Q3 		$626K Buy
15,765
+7,695
+95% +$300K 0.27% 97
2019
Q2 		$313K Buy
8,070
+1,850
+30% +$70.8K 0.14% 161
2019
Q1 		$237K Buy
+6,220
New +$231K 0.11% 182

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

RDA Financial Network's AOM Position: Q2 2026 in Review

RDA Financial Network increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.21% in Q2 2026, buying an estimated $2.46K and bringing the position to 24,320 shares worth $1.21M. The position accounts for 0.26% of the portfolio, ranked #90.

RDA Financial Network first reported a position in AOM in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.26M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • RDA Financial Network held 24,320 shares of iShares Core Moderate Allocation ETF worth $1.21M as of Q2 2026.
  • RDA Financial Network bought 50 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.46K.
  • iShares Core Moderate Allocation ETF made up 0.26% of RDA Financial Network's portfolio in Q2 2026, its #90 holding.
  • RDA Financial Network first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Core Moderate Allocation ETF position peaked at $1.26M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.