Arax Advisory Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$302K Sell
6,044
-697
-10% -$34.2K ﹤0.01% 1972
2026
Q1
$319K Buy
6,741
+98
+1% +$4.73K 0.01% 848
2025
Q4
$317K Buy
+6,643
New +$318K 0.01% 801
2025
Q3
Sell
-7,343
Closed -$338K 3626
2025
Q2
$338K Buy
7,343
+92
+1% +$4.06K 0.02% 496
2025
Q1
$318K Sell
7,251
-751
-9% -$33.1K 0.02% 411
2024
Q4
$348K Buy
8,002
+655
+9% +$29.1K 0.02% 371
2024
Q3
$331K Buy
7,347
+44
+0.6% +$1.93K 0.03% 261
2024
Q2
$314K Sell
7,303
-586
-7% -$24.8K 0.03% 256
2024
Q1
$337K Sell
7,889
-402
-5% -$16.8K 0.04% 232
2023
Q4
$344K Buy
8,291
+842
+11% +$33.4K 0.04% 211
2023
Q3
$290K Sell
7,449
-972
-12% -$38.9K 0.04% 210
2023
Q2
$340K Buy
8,421
+445
+6% +$17.8K 0.04% 170
2023
Q1
$318K Buy
7,976
+863
+12% +$33.9K 0.04% 175
2022
Q4
$270K Sell
7,113
-3,331
-32% -$126K 0.04% 191
2022
Q3
$382K Sell
10,444
-119
-1% -$4.66K 0.06% 118
2022
Q2
$412K Buy
10,563
+381
+4% +$15.4K 0.06% 109
2022
Q1
$438K Sell
10,182
-1,679
-14% -$73.1K 0.06% 118
2021
Q4
$539K Buy
11,861
+210
+2% +$9.52K 0.07% 105
2021
Q3
$521K Buy
11,651
+737
+7% +$33.4K 0.07% 95
2021
Q2
$492K Buy
+10,914
New +$486K 0.07% 108
2020
Q4
$632K Buy
14,619
+419
+3% +$17.6K 0.09% 77
2020
Q3
$583K Buy
14,200
+341
+2% +$14K 0.1% 78
2020
Q2
$553K Buy
13,859
+1,460
+12% +$56.3K 0.1% 79
2020
Q1
$456K Buy
12,399
+5,775
+87% +$226K 0.11% 81
2019
Q4
$266K Buy
6,624
+1,372
+26% +$54.3K 0.08% 118
2019
Q3
$206K Buy
5,252
+1,061
+25% +$41.3K 0.06% 146
2019
Q2
$164K Buy
+4,191
New +$160K 0.05% 165
2018
Q4
$144K Buy
4,040
+521
+15% +$19K 0.06% 144
2018
Q3
$133K Buy
+3,519
New +$133K 0.05% 161

Other funds holding AOM

Arax Advisory Partners's AOM Position: Q2 2026 in Review

Arax Advisory Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 10% in Q2 2026, selling an estimated $34.2K and leaving 6,044 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Arax Advisory Partners first reported a position in AOM in Q3 2018 and has held it in 29 quarters since. The position peaked at $632K in Q4 2020. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Arax Advisory Partners held 6,044 shares of iShares Core Moderate Allocation ETF worth $302K as of Q2 2026.
  • Arax Advisory Partners sold 697 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $34.2K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1972 holding.
  • Arax Advisory Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2018 and has held it in 29 quarters since.
  • Arax Advisory Partners's iShares Core Moderate Allocation ETF position peaked at $632K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.