Retireful LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Retireful LLC’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	–	Sell	-13,737	Closed	-$651K	–	84
2026 Q1	$651K	Buy	+13,737	New	+$662K	0.92%	41
2025 Q1	–	Sell	-100,834	Closed	-$4.38M	–	94
2024 Q4	$4.38M	Buy	+100,834	New	+$4.47M	2.47%	4
2024 Q2	–	Sell	-77,406	Closed	-$3.31M	–	98
2024 Q1	$3.31M	Buy	+77,406	New	+$3.23M	1.38%	19
2023 Q3	–	Sell	-128,040	Closed	-$5.17M	–	77
2023 Q2	$5.17M	Buy	128,040 +86,046	+205%	+$3.44M	1.96%	6
2023 Q1	$1.67M	Buy	+41,994	New	+$1.65M	0.54%	8

Other funds holding AOM

WFS

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

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Retireful LLC's AOM Position: Q2 2026 in Review

Retireful LLC sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 13,737 shares — an estimated $651K sold.

Retireful LLC first reported a position in AOM in Q1 2023 and held it in 5 quarters. The position peaked at $5.17M in Q2 2023. 143 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Retireful LLC reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
Retireful LLC sold 13,737 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $651K.
Retireful LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and held it in 5 quarters.
Retireful LLC's iShares Core Moderate Allocation ETF position peaked at $5.17M in Q2 2023.
143 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.