Archer Investment Corporation’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Archer Investment Corporation’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	$26.1K	Buy	523 +1	+0.2%	+$49	0.01%	628
2026 Q1	$24.7K	Sell	522 -113	-18%	-$5.45K	0.01%	638
2025 Q4	$30.3K	Buy	635 +6	+1%	+$287	0.01%	545
2025 Q3	$29.9K	Buy	629 +2	+0.3%	+$93	0.01%	554
2025 Q2	$28.9K	Buy	627 +2	+0.3%	+$88	0.01%	548
2025 Q1	$27.4K	Hold	625	–	–	0.01%	539
2024 Q4	$27.1K	Buy	625 +6	+1%	+$266	0.01%	530
2024 Q3	$27.9K	Buy	619 +2	+0.3%	+$88	0.01%	524
2024 Q2	$26.5K	Sell	617 -100	-14%	-$4.24K	0.01%	508
2024 Q1	$30.7K	Sell	717 -50	-7%	-$2.09K	0.01%	473
2023 Q4	$31.8K	Hold	767	–	–	0.01%	464
2023 Q3	$29.9K	Hold	767	–	–	0.01%	454
2023 Q2	$31K	Buy	+767	New	+$30.6K	0.01%	447

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

IAG

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Archer Investment Corporation's AOM Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.19% in Q2 2026, buying an estimated $49 and bringing the position to 523 shares worth $26.1K. The position accounts for 0.01% of the portfolio, ranked #628.

Archer Investment Corporation first reported a position in AOM in Q2 2023 and has held it in 13 quarters since. The position peaked at $31.8K in Q4 2023. 238 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Archer Investment Corporation held 523 shares of iShares Core Moderate Allocation ETF worth $26.1K as of Q2 2026.
Archer Investment Corporation bought 1 iShares Core Moderate Allocation ETF share in Q2 2026, an estimated $49.
iShares Core Moderate Allocation ETF made up 0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #628 holding.
Archer Investment Corporation first reported a position in iShares Core Moderate Allocation ETF in Q2 2023 and has held it in 13 quarters since.
Archer Investment Corporation's iShares Core Moderate Allocation ETF position peaked at $31.8K in Q4 2023.
238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.