TRUE Private Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

TRUE Private Wealth 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	$2.47M	Buy	49,534 +23	+0%	+$1.13K	0.21%	69
2026 Q1	$2.35M	Sell	49,511 -894	-2%	-$43.1K	0.22%	64
2025 Q4	$2.41M	Sell	50,405 -1,879	-4%	-$89.8K	0.24%	64
2025 Q3	$2.49M	Sell	52,284 -6,240	-11%	-$290K	0.25%	65
2025 Q2	$2.69M	Sell	58,524 -1,689	-3%	-$74.6K	0.3%	57
2025 Q1	$2.64M	Buy	60,213 +1,876	+3%	+$82.6K	0.32%	54
2024 Q4	$2.53M	Buy	58,337 +15,842	+37%	+$703K	0.31%	55
2024 Q3	$1.92M	Buy	42,495 +881	+2%	+$38.6K	0.23%	65
2024 Q2	$1.79M	Buy	41,614 +1,587	+4%	+$67.2K	0.2%	74
2024 Q1	$1.71M	Buy	40,027 +13,292	+50%	+$555K	0.2%	70
2023 Q4	$1.11M	Buy	26,735 +16,144	+152%	+$640K	0.14%	90
2023 Q3	$412K	Sell	10,591 -1,199	-10%	-$47.9K	0.06%	164
2023 Q2	$476K	Sell	11,790 -7,477	-39%	-$299K	0.07%	133
2023 Q1	$768K	Buy	19,267 +500	+3%	+$19.6K	0.11%	94
2022 Q4	$713K	Buy	18,767 +542	+3%	+$20.5K	0.11%	93
2022 Q3	$667K	Buy	18,225 +997	+6%	+$39K	0.1%	92
2022 Q2	$671K	Buy	17,228 +1,928	+13%	+$77.9K	0.1%	100
2022 Q1	$628K	Buy	15,300 +8,658	+130%	+$377K	0.09%	118
2021 Q4	$302K	Buy	6,642 +414	+7%	+$18.8K	0.04%	204
2021 Q3	$278K	Buy	6,228 +1,635	+36%	+$74.2K	0.04%	197
2021 Q2	$206K	Buy	+4,593	New	+$205K	0.03%	223
2021 Q1	–	Sell	-3,635	Closed	-$157K	–	256
2020 Q4	$157K	Sell	3,635 -3,849	-51%	-$162K	0.03%	221
2020 Q3	$307K	Sell	7,484 -147	-2%	-$6.03K	0.05%	154
2020 Q2	$304K	Buy	7,631 +7,625	+127,083%	+$294K	0.06%	145
2020 Q1	$0	Sell	6 -4,367	-100%	-$171K	﹤0.01%	669
2019 Q4	$175K	Sell	4,373 -2,518	-37%	-$99.7K	0.03%	232
2019 Q3	$270K	Buy	6,891 +2,617	+61%	+$102K	0.05%	169
2019 Q2	$166K	Sell	4,274 -2,976	-41%	-$114K	0.03%	214
2019 Q1	$275K	Buy	+7,250	New	+$269K	0.05%	162

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

TRUE Private Wealth Advisors's AOM Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.05% in Q2 2026, buying an estimated $1.13K and bringing the position to 49,534 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #69.

TRUE Private Wealth Advisors first reported a position in AOM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.69M in Q2 2025. 73 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

TRUE Private Wealth Advisors held 49,534 shares of iShares Core Moderate Allocation ETF worth $2.47M as of Q2 2026.
TRUE Private Wealth Advisors bought 23 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.13K.
iShares Core Moderate Allocation ETF made up 0.21% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #69 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 29 quarters since.
TRUE Private Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $2.69M in Q2 2025.
73 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.