Tempus Wealth Planning’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Tempus Wealth Planning’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	$405K	Sell	8,120 -1,462	-15%	-$71.8K	0.08%	195
2026 Q1	$454K	Buy	9,582 +942	+11%	+$45.4K	0.1%	177
2025 Q4	$412K	Buy	8,640 +564	+7%	+$27K	0.09%	189
2025 Q3	$384K	Sell	8,076 -318	-4%	-$14.8K	0.09%	202
2025 Q2	$386K	Sell	8,394 -318	-4%	-$14K	0.1%	185
2025 Q1	$382K	Sell	8,712 -332	-4%	-$14.6K	0.11%	178
2024 Q4	$393K	Buy	9,044 +87	+1%	+$3.86K	0.12%	166
2024 Q3	$404K	Buy	8,957 +707	+9%	+$31K	0.15%	143
2024 Q2	$355K	Buy	+8,250	New	+$349K	0.15%	138
2022 Q4	–	Sell	-10,238	Closed	-$375K	–	183
2022 Q3	$375K	Buy	+10,238	New	+$401K	0.25%	109

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tempus Wealth Planning's AOM Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares Core Moderate Allocation ETF (AOM) stake by 15% in Q2 2026, selling an estimated $71.8K and leaving 8,120 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #195.

Tempus Wealth Planning first reported a position in AOM in Q3 2022 and has held it in 10 quarters since. The position peaked at $454K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Tempus Wealth Planning held 8,120 shares of iShares Core Moderate Allocation ETF worth $405K as of Q2 2026.
Tempus Wealth Planning sold 1,462 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $71.8K.
iShares Core Moderate Allocation ETF made up 0.08% of Tempus Wealth Planning's portfolio in Q2 2026, its #195 holding.
Tempus Wealth Planning first reported a position in iShares Core Moderate Allocation ETF in Q3 2022 and has held it in 10 quarters since.
Tempus Wealth Planning's iShares Core Moderate Allocation ETF position peaked at $454K in Q1 2026.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.