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Wealth Forward LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealth Forward LLC’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 		$615K Sell
12,335
-15
-0.1% -$737 0.31% 26
2026
Q1 		$585K Buy
12,350
+1,127
+10% +$54.4K 0.33% 24
2025
Q4 		$536K Buy
11,223
+2,258
+25% +$108K 0.3% 25
2025
Q3 		$427K Buy
8,965
+183
+2% +$8.5K 0.25% 25
2025
Q2 		$404K Sell
8,782
-17
-0.2% -$751 0.27% 22
2025
Q1 		$386K Sell
8,799
-95
-1% -$4.18K 0.27% 23
2024
Q4 		$386K Sell
8,894
-1,757
-16% -$77.9K 0.27% 24
2024
Q3 		$480K Sell
10,651
-744
-7% -$32.6K 0.34% 24
2024
Q2 		$490K Sell
11,395
-620
-5% -$26.3K 0.38% 23
2024
Q1 		$514K Sell
12,015
-512
-4% -$21.4K 0.4% 23
2023
Q4 		$520K Buy
+12,527
New +$497K 0.44% 22

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

Wealth Forward LLC's AOM Position: Q2 2026 in Review

Wealth Forward LLC reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.12% in Q2 2026, selling an estimated $737 and leaving 12,335 shares worth $615K. The position accounts for 0.31% of the portfolio, ranked #26.

Wealth Forward LLC first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Wealth Forward LLC held 12,335 shares of iShares Core Moderate Allocation ETF worth $615K as of Q2 2026.
  • Wealth Forward LLC sold 15 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $737.
  • iShares Core Moderate Allocation ETF made up 0.31% of Wealth Forward LLC's portfolio in Q2 2026, its #26 holding.
  • Wealth Forward LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.