Weaver Consulting Group
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Weaver Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Weaver Consulting Group’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
Q3 		$8.43M Sell
173,018
-5,137
-3% -$254K 1.64% 11
2026
Q2 		$8.89M Buy
178,155
+1,745
+1% +$85.7K 1.82% 10
2026
Q1 		$8.36M Buy
176,410
+2,232
+1% +$108K 1.99% 8
2025
Q4 		$8.31M Buy
174,178
+12,912
+8% +$617K 2.03% 7
2025
Q3 		$7.67M Buy
161,266
+224
+0.1% +$10.4K 1.95% 10
2025
Q2 		$7.41M Buy
161,042
+1,000
+0.6% +$44.2K 2.05% 9
2025
Q1 		$7.02M Sell
160,042
-62
-0% -$2.73K 2.12% 9
2024
Q4 		$6.95M Buy
160,104
+2,238
+1% +$99.3K 2.14% 8
2024
Q3 		$7.12M Buy
157,866
+1,382
+0.9% +$60.6K 2.26% 7
2024
Q2 		$6.73M Buy
156,484
+1,576
+1% +$66.7K 2.35% 8
2024
Q1 		$6.63M Buy
154,908
+1,037
+0.7% +$43.3K 2.45% 6
2023
Q4 		$6.39M Sell
153,871
-7,452
-5% -$295K 2.6% 7
2023
Q3 		$6.28M Sell
161,323
-2,251
-1% -$90K 2.84% 7
2023
Q2 		$6.61M Sell
163,574
-2,400
-1% -$95.8K 2.92% 7
2023
Q1 		$6.62M Sell
165,974
-3,061
-2% -$120K 3.03% 6
2022
Q4 		$6.43M Sell
169,035
-22,360
-12% -$848K 3.28% 4
2022
Q3 		$7.01M Buy
191,395
+12,098
+7% +$474K 4.02% 3
2022
Q2 		$6.98M Buy
179,297
+1,287
+0.7% +$52K 3.91% 5
2022
Q1 		$7.65M Sell
178,010
-3,457
-2% -$151K 3.71% 6
2021
Q4 		$8.25M Sell
181,467
-2,165
-1% -$98.2K 3.97% 5
2021
Q3 		$8.22M Buy
183,632
+1,461
+0.8% +$66.3K 4.46% 4
2021
Q2 		$8.21M Sell
182,171
-895
-0.5% -$39.9K 4.62% 4
2021
Q1 		$7.97M Sell
183,066
-1,014
-0.6% -$44.1K 4.9% 3
2020
Q4 		$7.95M Sell
184,080
-2,221
-1% -$93.5K 4.96% 4
2020
Q3 		$7.65M Buy
186,301
+1,131
+0.6% +$46.4K 4.4% 4
2020
Q2 		$7.38M Buy
185,170
+1,056
+0.6% +$40.7K 4.3% 4
2020
Q1 		$6.76M Buy
184,114
+6,497
+4% +$254K 4.41% 4
2019
Q4 		$6.98M Buy
177,617
+647
+0.4% +$25.6K 3.74% 5
2019
Q3 		$6.88M Sell
176,970
-541
-0.3% -$21.1K 3.64% 5
2019
Q2 		$6.93M Buy
177,511
+1,218
+0.7% +$46.6K 3.78% 5
2019
Q1 		$6.79M Buy
+176,293
New +$6.54M 1.91% 9

Other funds holding AOM

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Weaver Consulting Group's AOM Position: Q3 2026 in Review

Weaver Consulting Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.9% in Q3 2026, selling an estimated $254K and leaving 173,018 shares worth $8.43M. The position accounts for 1.64% of the portfolio, ranked #11.

Weaver Consulting Group first reported a position in AOM in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.89M in Q2 2026. 81 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Weaver Consulting Group held 173,018 shares of iShares Core Moderate Allocation ETF worth $8.43M as of Q3 2026.
  • Weaver Consulting Group sold 5,137 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $254K.
  • iShares Core Moderate Allocation ETF made up 1.64% of Weaver Consulting Group's portfolio in Q3 2026, its #11 holding.
  • Weaver Consulting Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's iShares Core Moderate Allocation ETF position peaked at $8.89M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.