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

Sovereign Financial Group’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 		$1.16M Buy
23,159
+1,252
+6% +$61.5K 0.18% 100
2026
Q1 		$1.04M Sell
21,907
-241
-1% -$11.6K 0.18% 108
2025
Q4 		$1.06M Buy
22,148
+1,226
+6% +$58.6K 0.18% 98
2025
Q3 		$995K Buy
20,922
+187
+0.9% +$8.69K 0.19% 102
2025
Q2 		$955K Buy
20,735
+595
+3% +$26.3K 0.2% 98
2025
Q1 		$884K Sell
20,140
-72
-0.4% -$3.17K 0.2% 95
2024
Q4 		$878K Buy
20,212
+1,499
+8% +$66.5K 0.2% 97
2024
Q3 		$844K Buy
18,713
+1,097
+6% +$48.1K 0.2% 98
2024
Q2 		$758K Buy
17,616
+167
+1% +$7.07K 0.19% 107
2024
Q1 		$746K Sell
17,449
-38
-0.2% -$1.59K 0.2% 103
2023
Q4 		$726K Buy
17,487
+634
+4% +$25.1K 0.22% 83
2023
Q3 		$656K Sell
16,853
-1,413
-8% -$56.5K 0.23% 93
2023
Q2 		$738K Buy
18,266
+10
+0.1% +$399 0.24% 99
2023
Q1 		$728K Buy
18,256
+1,104
+6% +$43.4K 0.27% 88
2022
Q4 		$652K Buy
17,152
+698
+4% +$26.5K 0.26% 101
2022
Q3 		$602K Sell
16,454
-960
-6% -$37.6K 0.24% 93
2022
Q2 		$678K Sell
17,414
-2,694
-13% -$109K 0.27% 89
2022
Q1 		$864K Buy
20,108
+1,925
+11% +$83.8K 0.32% 79
2021
Q4 		$827K Buy
18,183
+3,585
+25% +$163K 0.33% 78
2021
Q3 		$653K Buy
14,598
+6,778
+87% +$307K 0.38% 60
2021
Q2 		$341K Hold
7,820
– – 0.21% 103
2021
Q1 		$341K Buy
+7,820
New +$340K 0.21% 102

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sovereign Financial Group's AOM Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 23,159 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #100.

Sovereign Financial Group first reported a position in AOM in Q1 2021 and has held it in 22 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Sovereign Financial Group held 23,159 shares of iShares Core Moderate Allocation ETF worth $1.16M as of Q2 2026.
  • Sovereign Financial Group bought 1,252 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $61.5K.
  • iShares Core Moderate Allocation ETF made up 0.18% of Sovereign Financial Group's portfolio in Q2 2026, its #100 holding.
  • Sovereign Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2021 and has held it in 22 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.