SOA Wealth Advisors
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SOA Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SOA Wealth 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
Q3 		$97.4K Buy
1,998
+14
+0.7% +$692 0.02% 288
2026
Q2 		$99K Sell
1,984
-734
-27% -$36.1K 0.02% 285
2026
Q1 		$129K Hold
2,718
– – 0.02% 246
2025
Q4 		$130K Buy
2,718
+40
+1% +$1.91K 0.02% 254
2025
Q3 		$127K Buy
2,678
+19
+0.7% +$883 0.02% 265
2025
Q2 		$122K Sell
2,659
-571
-18% -$25.2K 0.02% 254
2025
Q1 		$142K Hold
3,230
– – 0.03% 222
2024
Q4 		$140K Buy
3,230
+42
+1% +$1.86K 0.03% 220
2024
Q3 		$144K Sell
3,188
-291
-8% -$12.8K 0.03% 217
2024
Q2 		$150K Buy
3,479
+13
+0.4% +$551 0.03% 207
2024
Q1 		$148K Sell
3,466
-3,205
-48% -$134K 0.03% 207
2023
Q4 		$277K Sell
6,671
-366
-5% -$14.5K 0.06% 146
2023
Q3 		$274K Buy
7,037
+44
+0.6% +$1.76K 0.07% 138
2023
Q2 		$283K Buy
6,993
+12
+0.2% +$479 0.07% 137
2023
Q1 		$278K Buy
6,981
+190
+3% +$7.47K 0.07% 131
2022
Q4 		$258K Buy
6,791
+11
+0.2% +$417 0.07% 129
2022
Q3 		$248K Sell
6,780
-420
-6% -$16.4K 0.07% 130
2022
Q2 		$280K Buy
7,200
+685
+11% +$27.7K 0.08% 121
2022
Q1 		$279K Buy
6,515
+14
+0.2% +$610 0.07% 134
2021
Q4 		$296K Buy
6,501
+6
+0.1% +$272 0.07% 132
2021
Q3 		$290K Buy
6,495
+10
+0.2% +$454 0.07% 131
2021
Q2 		$292K Sell
6,485
-240
-4% -$10.7K 0.08% 128
2021
Q1 		$292K Sell
6,725
-414
-6% -$18K 0.08% 123
2020
Q4 		$313K Buy
+7,139
New +$301K 0.09% 114

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

SOA Wealth Advisors's AOM Position: Q3 2026 in Review

SOA Wealth Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.71% in Q3 2026, buying an estimated $692 and bringing the position to 1,998 shares worth $97.4K. The position accounts for 0.02% of the portfolio, ranked #288.

SOA Wealth Advisors first reported a position in AOM in Q4 2020 and has held it in 24 quarters since. The position peaked at $313K in Q4 2020. 270 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • SOA Wealth Advisors held 1,998 shares of iShares Core Moderate Allocation ETF worth $97.4K as of Q3 2026.
  • SOA Wealth Advisors bought 14 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $692.
  • iShares Core Moderate Allocation ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q3 2026, its #288 holding.
  • SOA Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 24 quarters since.
  • SOA Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $313K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.