Weitzel Financial Services
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Weitzel Financial Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Weitzel Financial Services’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 		$15.7M Buy
323,437
+7,688
+2% +$380K 5.28% 5
2026
Q2 		$15.6M Buy
315,749
+2,671
+0.9% +$131K 5.29% 5
2026
Q1 		$14.8M Buy
313,078
+11,814
+4% +$570K 5.59% 5
2025
Q4 		$14.4M Buy
301,264
+12,488
+4% +$597K 5.58% 5
2025
Q3 		$13.6M Buy
288,776
+11,208
+4% +$521K 5.55% 5
2025
Q2 		$12.8M Sell
277,568
-2,515
-0.9% -$111K 5.44% 5
2025
Q1 		$12.1M Buy
280,083
+5,933
+2% +$261K 5.78% 6
2024
Q4 		$11.9M Buy
274,150
+4,159
+2% +$184K 5.63% 7
2024
Q3 		$12.2M Buy
269,991
+6,530
+2% +$286K 5.71% 7
2024
Q2 		$11.3M Buy
263,461
+9,125
+4% +$386K 5.64% 7
2024
Q1 		$10.8M Buy
254,336
+7,915
+3% +$331K 5.46% 7
2023
Q4 		$10.2M Buy
246,421
+17,982
+8% +$713K 5.46% 7
2023
Q3 		$8.73M Buy
228,439
+12,417
+6% +$496K 5.1% 7
2023
Q2 		$8.73M Buy
216,022
+13,604
+7% +$543K 4.96% 7
2023
Q1 		$8.11M Buy
202,418
+16,879
+9% +$663K 4.87% 7
2022
Q4 		$7.05M Buy
185,539
+32,820
+21% +$1.24M 4.5% 8
2022
Q3 		$5.59M Buy
152,719
+38,604
+34% +$1.51M 3.93% 8
2022
Q2 		$4.45M Buy
114,115
+31,695
+38% +$1.28M 3% 10
2022
Q1 		$3.54M Buy
82,420
+16,544
+25% +$721K 2.26% 10
2021
Q4 		$3M Buy
65,876
+11,297
+21% +$512K 1.81% 11
2021
Q3 		$2.45M Buy
54,579
+10,506
+24% +$476K 1.59% 14
2021
Q2 		$2M Buy
44,073
+2,945
+7% +$131K 1.32% 14
2021
Q1 		$1.8M Buy
41,128
+4,861
+13% +$212K 1.26% 16
2020
Q4 		$1.6M Buy
+36,267
New +$1.53M 1.19% 14

Other funds holding AOM

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 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

Weitzel Financial Services's AOM Position: Q3 2026 in Review

Weitzel Financial Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.4% in Q3 2026, buying an estimated $380K and bringing the position to 323,437 shares worth $15.7M. The position accounts for 5.28% of the portfolio, ranked #5.

Weitzel Financial Services first reported a position in AOM in Q4 2020 and has held it in 24 quarters since. 84 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Weitzel Financial Services held 323,437 shares of iShares Core Moderate Allocation ETF worth $15.7M as of Q3 2026.
  • Weitzel Financial Services bought 7,688 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $380K.
  • iShares Core Moderate Allocation ETF made up 5.28% of Weitzel Financial Services's portfolio in Q3 2026, its #5 holding.
  • Weitzel Financial Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 24 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.