American Capital Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

American Capital Advisory's AOM Position: Q2 2026 in Review

American Capital Advisory held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 135 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

American Capital Advisory first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.4K in Q3 2024. 193 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• American Capital Advisory held 135 shares of iShares Core Moderate Allocation ETF worth $6.74K as of Q2 2026.
• American Capital Advisory left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
• iShares Core Moderate Allocation ETF made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #400 holding.
• American Capital Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
• American Capital Advisory's iShares Core Moderate Allocation ETF position peaked at $7.4K in Q3 2024.
• 193 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.