Wolff Wiese Magana’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wolff Wiese Magana’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	$31.7K	Buy	635 +3	+0.5%	+$147	0.01%	300
2026 Q1	$30K	Hold	632	–	–	0.02%	280
2025 Q4	$30.2K	Buy	632 +21	+3%	+$1K	0.02%	269
2025 Q3	$29.1K	Sell	611 -18	-3%	-$836	0.02%	271
2025 Q2	$29K	Buy	629 +2	+0.3%	+$88	0.02%	255
2025 Q1	$27.5K	Hold	627	–	–	0.02%	247
2024 Q4	$27.2K	Buy	627 +8	+1%	+$355	0.02%	263
2024 Q3	$27.9K	Buy	619 +3	+0.5%	+$132	0.02%	260
2024 Q2	$26.5K	Buy	616 +2	+0.3%	+$85	0.02%	215
2024 Q1	$26.3K	Sell	614 -61	-9%	-$2.55K	0.02%	195
2023 Q4	$28K	Sell	675 -342	-34%	-$13.6K	0.03%	192
2023 Q3	$39.6K	Buy	1,017 +2	+0.2%	+$80	0.03%	206
2023 Q2	$41K	Buy	1,015 +2	+0.2%	+$80	0.03%	211
2023 Q1	$40.4K	Buy	1,013 +2	+0.2%	+$79	0.03%	204
2022 Q4	$38.4K	Buy	1,011 +2	+0.2%	+$76	0.03%	205
2022 Q3	$37K	Buy	1,009 +3	+0.3%	+$118	0.03%	280
2022 Q2	$39K	Buy	1,006 +1	+0.1%	+$40	0.03%	294
2022 Q1	$43K	Hold	1,005	–	–	0.03%	294
2021 Q4	$46K	Buy	1,005 +13	+1%	+$589	0.03%	286
2021 Q3	$44K	Buy	992 +2	+0.2%	+$91	0.03%	294
2021 Q2	$45K	Buy	990 +1	+0.1%	+$45	0.03%	291
2021 Q1	$43K	Buy	989 +2	+0.2%	+$87	0.03%	298
2020 Q4	$43K	Buy	+987	New	+$41.6K	0.04%	285

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wolff Wiese Magana's AOM Position: Q2 2026 in Review

Wolff Wiese Magana increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.47% in Q2 2026, buying an estimated $147 and bringing the position to 635 shares worth $31.7K. The position accounts for 0.01% of the portfolio, ranked #300.

Wolff Wiese Magana first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $46K in Q4 2021. 101 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Wolff Wiese Magana held 635 shares of iShares Core Moderate Allocation ETF worth $31.7K as of Q2 2026.
Wolff Wiese Magana bought 3 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $147.
iShares Core Moderate Allocation ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #300 holding.
Wolff Wiese Magana first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's iShares Core Moderate Allocation ETF position peaked at $46K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.