TrueNorth Wealth & Impact, LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TrueNorth Wealth & Impact, 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 Q3	$464K	Buy	+9,536	New	+$471K	0.18%	91

Other funds holding AOM

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

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

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's AOM Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2026: 9,536 shares worth $464K. The stake represents 0.18% of the portfolio and ranks #91 among its holdings.

270 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 9,536 shares of iShares Core Moderate Allocation ETF worth $464K as of Q3 2026.
iShares Core Moderate Allocation ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
iShares Core Moderate Allocation ETF made up 0.18% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #91 holding.
270 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.