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Summit Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Summit Wealth Partners’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 		$595K Sell
11,918
-160
-1% -$7.86K 0.08% 155
2026
Q1 		$572K Sell
12,078
-884
-7% -$42.6K 0.09% 148
2025
Q4 		$619K Buy
12,962
+534
+4% +$25.5K 0.11% 110
2025
Q3 		$591K Sell
12,428
-4,511
-27% -$210K 0.11% 122
2025
Q2 		$780K Sell
16,939
-563
-3% -$24.9K 0.15% 91
2025
Q1 		$768K Sell
17,502
-212
-1% -$9.33K 0.16% 97
2024
Q4 		$769K Sell
17,714
-1,077
-6% -$47.8K 0.16% 93
2024
Q3 		$848K Sell
18,791
-74
-0.4% -$3.25K 0.16% 97
2024
Q2 		$811K Buy
18,865
+410
+2% +$17.4K 0.17% 94
2024
Q1 		$790K Sell
18,455
-356
-2% -$14.9K 0.17% 89
2023
Q4 		$781K Sell
18,811
-4,134
-18% -$164K 0.18% 84
2023
Q3 		$893K Buy
22,945
+1,254
+6% +$50.1K 0.23% 67
2023
Q2 		$877K Buy
21,691
+372
+2% +$14.9K 0.22% 75
2023
Q1 		$850K Sell
21,319
-426
-2% -$16.7K 0.22% 74
2022
Q4 		$827K Buy
21,745
+709
+3% +$26.9K 0.22% 71
2022
Q3 		$770K Buy
21,036
+1,076
+5% +$42.1K 0.22% 66
2022
Q2 		$778K Sell
19,960
-544
-3% -$22K 0.21% 63
2022
Q1 		$881K Buy
20,504
+1,115
+6% +$48.6K 0.2% 62
2021
Q4 		$882K Buy
19,389
+2,847
+17% +$129K 0.19% 62
2021
Q3 		$740K Buy
16,542
+279
+2% +$12.7K 0.17% 68
2021
Q2 		$733K Buy
16,263
+499
+3% +$22.2K 0.18% 71
2021
Q1 		$687K Buy
15,764
+1,899
+14% +$82.7K 0.18% 74
2020
Q4 		$599K Buy
13,865
+4,558
+49% +$192K 0.16% 78
2020
Q3 		$382K Buy
9,307
+713
+8% +$29.2K 0.11% 103
2020
Q2 		$343K Sell
8,594
-142
-2% -$5.48K 0.11% 105
2020
Q1 		$321K Buy
8,736
+299
+4% +$11.7K 0.13% 79
2019
Q4 		$339K Buy
+8,437
New +$334K 0.12% 86

Other funds holding AOM

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
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
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Wealth Partners's AOM Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.3% in Q2 2026, selling an estimated $7.86K and leaving 11,918 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #155.

Summit Wealth Partners first reported a position in AOM in Q4 2019 and has held it in 27 quarters since. The position peaked at $893K in Q3 2023. 152 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Summit Wealth Partners held 11,918 shares of iShares Core Moderate Allocation ETF worth $595K as of Q2 2026.
  • Summit Wealth Partners sold 160 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $7.86K.
  • iShares Core Moderate Allocation ETF made up 0.08% of Summit Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Summit Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $893K in Q3 2023.
  • 152 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.