WFS
AOM icon

WealthGarden F.S.’s iShares Core Moderate Allocation ETF AOM Stock Holding History

WealthGarden F.S.’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 		$211K Hold
4,231
– – 0.12% 183
2026
Q1 		$200K Hold
4,231
– – 0.14% 165
2025
Q4 		$205K Hold
4,231
– – 0.14% 158
2025
Q3 		$202K Buy
+4,231
New +$197K 0.14% 148

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthGarden F.S.'s AOM Position: Q2 2026 in Review

WealthGarden F.S. held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 4,231 shares worth $211K. The position accounts for 0.12% of the portfolio, ranked #183.

WealthGarden F.S. first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • WealthGarden F.S. held 4,231 shares of iShares Core Moderate Allocation ETF worth $211K as of Q2 2026.
  • WealthGarden F.S. left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.12% of WealthGarden F.S.'s portfolio in Q2 2026, its #183 holding.
  • WealthGarden F.S. first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.