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TPG Financial Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TPG Financial Advisors’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 		$276K Buy
5,525
+201
+4% +$9.88K 0.08% 69
2026
Q1 		$252K Buy
5,324
+691
+15% +$33.3K 0.08% 65
2025
Q4 		$221K Sell
4,633
-452
-9% -$21.6K 0.07% 69
2025
Q3 		$242K Buy
5,085
+182
+4% +$8.46K 0.09% 60
2025
Q2 		$226K Sell
4,903
-180
-4% -$7.95K 0.09% 64
2025
Q1 		$223K Sell
5,083
-269
-5% -$11.8K 0.1% 57
2024
Q4 		$232K Buy
5,352
+365
+7% +$16.2K 0.1% 57
2024
Q3 		$225K Buy
4,987
+208
+4% +$9.12K 0.1% 64
2024
Q2 		$206K Buy
+4,779
New +$202K 0.1% 66
2023
Q4 		$249K Buy
6,039
+199
+3% +$7.89K 0.13% 58
2023
Q3 		$227K Buy
5,840
+290
+5% +$11.6K 0.12% 52
2023
Q2 		$224K Sell
5,550
-2,027
-27% -$80.9K 0.12% 48
2023
Q1 		$302K Buy
7,577
+160
+2% +$6.29K 0.17% 41
2022
Q4 		$282K Buy
7,417
+944
+15% +$35.8K 0.17% 39
2022
Q3 		$237K Buy
6,473
+202
+3% +$7.91K 0.15% 41
2022
Q2 		$244K Buy
6,271
+54
+0.9% +$2.18K 0.16% 37
2022
Q1 		$267K Sell
6,217
-464
-7% -$20.2K 0.16% 37
2021
Q4 		$304K Buy
6,681
+626
+10% +$28.4K 0.19% 35
2021
Q3 		$271K Buy
6,055
+869
+17% +$39.4K 0.18% 34
2021
Q2 		$234K Sell
5,186
-332
-6% -$14.8K 0.16% 35
2021
Q1 		$240K Sell
5,518
-863
-14% -$37.6K 0.17% 40
2020
Q4 		$276K Sell
6,381
-318
-5% -$13.4K 0.21% 32
2020
Q3 		$275K Buy
6,699
+507
+8% +$20.8K 0.23% 31
2020
Q2 		$247K Buy
6,192
+376
+6% +$14.5K 0.22% 35
2020
Q1 		$214K Buy
5,816
+467
+9% +$18.3K 0.21% 41
2019
Q4 		$215K Buy
+5,349
New +$212K 0.18% 46

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

TPG Financial Advisors's AOM Position: Q2 2026 in Review

TPG Financial Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.8% in Q2 2026, buying an estimated $9.88K and bringing the position to 5,525 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #69.

TPG Financial Advisors first reported a position in AOM in Q4 2019 and has held it in 26 quarters since. The position peaked at $304K in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • TPG Financial Advisors held 5,525 shares of iShares Core Moderate Allocation ETF worth $276K as of Q2 2026.
  • TPG Financial Advisors bought 201 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $9.88K.
  • iShares Core Moderate Allocation ETF made up 0.08% of TPG Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • TPG Financial Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • TPG Financial Advisors's iShares Core Moderate Allocation ETF position peaked at $304K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.