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RTD Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

RTD Financial 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 		$419K Buy
8,403
+231
+3% +$11.3K 0.05% 102
2026
Q1 		$387K Sell
8,172
-581
-7% -$28K 0.05% 94
2025
Q4 		$418K Sell
8,753
-30
-0.3% -$1.43K 0.05% 91
2025
Q3 		$418K Buy
8,783
+12
+0.1% +$558 0.05% 80
2025
Q2 		$404K Buy
8,771
+8
+0.1% +$353 0.05% 81
2025
Q1 		$385K Hold
8,763
– – 0.05% 89
2024
Q4 		$381K Sell
8,763
-3,002
-26% -$133K 0.05% 91
2024
Q3 		$531K Sell
11,765
-64
-0.5% -$2.81K 0.07% 78
2024
Q2 		$509K Buy
11,829
+51
+0.4% +$2.16K 0.07% 77
2024
Q1 		$504K Sell
11,778
-22
-0.2% -$919 0.07% 75
2023
Q4 		$490K Sell
11,800
-2,865
-20% -$114K 0.07% 77
2023
Q3 		$571K Sell
14,665
-875
-6% -$35K 0.09% 69
2023
Q2 		$628K Buy
15,540
+6,147
+65% +$245K 0.09% 67
2023
Q1 		$374K Sell
9,393
-16
-0.2% -$629 0.06% 80
2022
Q4 		$358K Sell
9,409
-8,696
-48% -$330K 0.06% 79
2022
Q3 		$663K Sell
18,105
-2,610
-13% -$102K 0.12% 63
2022
Q2 		$807K Sell
20,715
-936
-4% -$37.8K 0.12% 67
2022
Q1 		$930K Buy
21,651
+1,084
+5% +$47.2K 0.13% 64
2021
Q4 		$935K Buy
+20,567
New +$932K 0.12% 64

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
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
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RTD Financial Advisors's AOM Position: Q2 2026 in Review

RTD Financial Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.8% in Q2 2026, buying an estimated $11.3K and bringing the position to 8,403 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #102.

RTD Financial Advisors first reported a position in AOM in Q4 2021 and has held it in 19 quarters since. The position peaked at $935K in Q4 2021. 135 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • RTD Financial Advisors held 8,403 shares of iShares Core Moderate Allocation ETF worth $419K as of Q2 2026.
  • RTD Financial Advisors bought 231 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $11.3K.
  • iShares Core Moderate Allocation ETF made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #102 holding.
  • RTD Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • RTD Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $935K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.