Thurston Springer Miller Herd & Titak’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Thurston Springer Miller Herd & Titak’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	$1.03M	Buy	20,623 +3,576	+21%	+$176K	0.37%	71
2026 Q1	$808K	Buy	17,047 +2,816	+20%	+$136K	0.33%	80
2025 Q4	$679K	Buy	14,231 +10,631	+295%	+$508K	0.24%	103
2025 Q3	$171K	Sell	3,600 -27,876	-89%	-$1.3M	0.34%	92
2025 Q2	$1.45M	Buy	31,476 +30,289	+2,552%	+$1.34M	0.19%	133
2025 Q1	$52.1K	Buy	1,187 +625	+111%	+$27.5K	0.01%	620
2024 Q4	$24.4K	Buy	+562	New	+$24.9K	﹤0.01%	680

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's AOM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its iShares Core Moderate Allocation ETF (AOM) stake by 21% in Q2 2026, buying an estimated $176K and bringing the position to 20,623 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #71.

Thurston Springer Miller Herd & Titak first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2025. 111 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Thurston Springer Miller Herd & Titak held 20,623 shares of iShares Core Moderate Allocation ETF worth $1.03M as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 3,576 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $176K.
iShares Core Moderate Allocation ETF made up 0.37% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #71 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Thurston Springer Miller Herd & Titak's iShares Core Moderate Allocation ETF position peaked at $1.45M in Q2 2025.
111 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.