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

Sequoia 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	$321K	Buy	+6,427	New	+$316K	﹤0.01%	1626

Other funds holding AOM

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

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

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

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 6,427 shares worth $321K. The stake represents ﹤0.01% of the portfolio and ranks #1626 among its holdings.

77 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Sequoia Financial Advisors held 6,427 shares of iShares Core Moderate Allocation ETF worth $321K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Sequoia Financial Advisors position in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1626 holding.
77 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.