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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
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 Sell
54,579
-1,943,250
-97% -$88.1M 1.59% 14
2021
Q2 		$44.1M Buy
1,997,829
+1,956,701
+4,758% +$87.2M 1.55% 12
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

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Weitzel Financial Services's AOM Position: Q2 2026 in Review

Weitzel Financial Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.85% in Q2 2026, buying an estimated $131K and bringing the position to 315,749 shares worth $15.6M. The position accounts for 5.29% of the portfolio, ranked #5.

Weitzel Financial Services first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $44.1M in Q2 2021. 41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Weitzel Financial Services held 315,749 shares of iShares Core Moderate Allocation ETF worth $15.6M as of Q2 2026.
  • Weitzel Financial Services bought 2,671 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $131K.
  • iShares Core Moderate Allocation ETF made up 5.29% of Weitzel Financial Services's portfolio in Q2 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 23 quarters since.
  • Weitzel Financial Services's iShares Core Moderate Allocation ETF position peaked at $44.1M in Q2 2021.
  • 41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.