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Sherman Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Sherman Wealth Management’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 		$304K Buy
6,092
+709
+13% +$34.8K 0.23% 67
2026
Q1 		$255K Sell
5,383
-13
-0.2% -$627 0.22% 68
2025
Q4 		$258K Buy
+5,396
New +$258K 0.22% 68

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 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

Sherman Wealth Management's AOM Position: Q2 2026 in Review

Sherman Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 13% in Q2 2026, buying an estimated $34.8K and bringing the position to 6,092 shares worth $304K. The position accounts for 0.23% of the portfolio, ranked #67.

Sherman Wealth Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Sherman Wealth Management held 6,092 shares of iShares Core Moderate Allocation ETF worth $304K as of Q2 2026.
  • Sherman Wealth Management bought 709 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $34.8K.
  • iShares Core Moderate Allocation ETF made up 0.23% of Sherman Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Sherman Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.