Wealthcare Advisory Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealthcare Advisory Partners’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	$506K	Buy	10,141 +1,307	+15%	+$64.2K	0.01%	708
2026 Q1	$418K	Hold	8,834	–	–	0.01%	761
2025 Q4	$422K	Buy	8,834 +3,923	+80%	+$188K	0.01%	753
2025 Q3	$234K	Sell	4,911 -987	-17%	-$45.9K	﹤0.01%	927
2025 Q2	$272K	Buy	5,898 +45	+0.8%	+$1.99K	0.01%	825
2025 Q1	$257K	Hold	5,853	–	–	0.01%	798
2024 Q4	$254K	Buy	+5,853	New	+$260K	0.01%	766
2022 Q2	–	Sell	-5,880	Closed	-$253K	–	565
2022 Q1	$253K	Hold	5,880	–	–	0.02%	462
2021 Q4	$267K	Hold	5,880	–	–	0.02%	473
2021 Q3	$263K	Buy	5,880 +724	+14%	+$32.8K	0.02%	451
2021 Q2	$232K	Sell	5,156 -1,844	-26%	-$82.2K	0.02%	484
2021 Q1	$305K	Buy	+7,000	New	+$305K	0.02%	390
2020 Q2	–	Sell	-75	Closed	-$3K	–	370
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	1203
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	1180
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	1129
2019 Q2	$3K	Sell	75 -391	-84%	-$15K	﹤0.01%	1122
2019 Q1	$18K	Hold	466	–	–	﹤0.01%	685
2018 Q4	$17K	Hold	466	–	–	﹤0.01%	660
2018 Q3	$18K	Hold	466	–	–	﹤0.01%	703
2018 Q2	$17K	Buy	466 +391	+521%	+$14.7K	﹤0.01%	710
2018 Q1	$3K	Buy	+75	New	+$2.86K	﹤0.01%	894

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Wealthcare Advisory Partners's AOM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 15% in Q2 2026, buying an estimated $64.2K and bringing the position to 10,141 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #708.

Wealthcare Advisory Partners first reported a position in AOM in Q1 2018 and has held it in 21 quarters since. 72 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Wealthcare Advisory Partners held 10,141 shares of iShares Core Moderate Allocation ETF worth $506K as of Q2 2026.
Wealthcare Advisory Partners bought 1,307 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $64.2K.
iShares Core Moderate Allocation ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #708 holding.
Wealthcare Advisory Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 21 quarters since.
72 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.