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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

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

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. 300 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.
  • 300 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.