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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
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 		$6.99M 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

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

Weaver Consulting Group's AOM Position: Q2 2026 in Review

Weaver Consulting Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.99% in Q2 2026, buying an estimated $85.7K and bringing the position to 178,155 shares worth $8.89M. The position accounts for 1.82% of the portfolio, ranked #10.

Weaver Consulting Group first reported a position in AOM in Q1 2019 and has held it in 30 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Weaver Consulting Group held 178,155 shares of iShares Core Moderate Allocation ETF worth $8.89M as of Q2 2026.
  • Weaver Consulting Group bought 1,745 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $85.7K.
  • iShares Core Moderate Allocation ETF made up 1.82% of Weaver Consulting Group's portfolio in Q2 2026, its #10 holding.
  • Weaver Consulting Group first reported a position in iShares Core Moderate Allocation ETF in Q1 2019 and has held it in 30 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.