Redhawk Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Redhawk Wealth 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 Q2	$1.04M	Buy	20,769 +5,413	+35%	+$266K	0.1%	179
2026 Q1	$727K	Buy	15,356 +4,512	+42%	+$218K	0.08%	196
2025 Q4	$518K	Buy	10,844 +6,503	+150%	+$311K	0.06%	230
2025 Q3	$207K	Buy	+4,341	New	+$202K	0.02%	326
2022 Q2	–	Sell	-15,010	Closed	-$645K	–	164
2022 Q1	$645K	Sell	15,010 -4,210	-22%	-$183K	0.17%	94
2021 Q4	$874K	Sell	19,220 -76	-0.4%	-$3.45K	0.22%	80
2021 Q3	$863K	Sell	19,296 -772	-4%	-$35K	0.24%	83
2021 Q2	$904K	Buy	20,068 +511	+3%	+$22.8K	0.2%	103
2021 Q1	$852K	Buy	19,557 +2,314	+13%	+$101K	0.21%	92
2020 Q4	$745K	Buy	17,243 +2,262	+15%	+$95.2K	0.19%	92
2020 Q3	$615K	Buy	+14,981	New	+$614K	0.18%	102
2019 Q3	–	Sell	-38	Closed	-$1K	–	151
2019 Q2	$1K	Buy	+38	New	+$1.45K	﹤0.01%	446

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Redhawk Wealth Advisors's AOM Position: Q2 2026 in Review

Redhawk Wealth Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 35% in Q2 2026, buying an estimated $266K and bringing the position to 20,769 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #179.

Redhawk Wealth Advisors first reported a position in AOM in Q2 2019 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Redhawk Wealth Advisors held 20,769 shares of iShares Core Moderate Allocation ETF worth $1.04M as of Q2 2026.
Redhawk Wealth Advisors bought 5,413 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $266K.
iShares Core Moderate Allocation ETF made up 0.1% of Redhawk Wealth Advisors's portfolio in Q2 2026, its #179 holding.
Redhawk Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and has held it in 12 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.