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

SBK Financial’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 		$25.2K Hold
518
– – 0.01% 146
2026
Q2 		$25.8K Hold
518
– – 0.02% 153
2026
Q1 		$24.5K Buy
+518
New +$25K 0.02% 140
2022
Q1 		– Sell
-518
Closed -$24K – 74
2021
Q4 		$24K Buy
+518
New +$23.5K 0.02% 112

Other funds holding AOM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Investment Advisory Group
Investment Advisory Group Hanover, Massachusetts $479M AUM 15.61% 1-Year Est. Return

SBK Financial's AOM Position: Q3 2026 in Review

SBK Financial held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2026 at 518 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #146.

SBK Financial first reported a position in AOM in Q4 2021 and has held it in 4 quarters since. The position peaked at $25.8K in Q2 2026. 270 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • SBK Financial held 518 shares of iShares Core Moderate Allocation ETF worth $25.2K as of Q3 2026.
  • SBK Financial left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2026.
  • iShares Core Moderate Allocation ETF made up 0.01% of SBK Financial's portfolio in Q3 2026, its #146 holding.
  • SBK Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 4 quarters since.
  • SBK Financial's iShares Core Moderate Allocation ETF position peaked at $25.8K in Q2 2026.
  • 270 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.