Atria Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Atria Investments's AOM Position: Q2 2026 in Review
Atria Investments increased its iShares Core Moderate Allocation ETF (AOM) stake by 38% in Q2 2026, buying an estimated $84.7K and bringing the position to 6,271 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.
Atria Investments first reported a position in AOM in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.32M in Q2 2022. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Atria Investments held 6,271 shares of iShares Core Moderate Allocation ETF worth $313K as of Q2 2026.
- Atria Investments bought 1,723 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $84.7K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1823 holding.
- Atria Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 9 quarters since.
- Atria Investments's iShares Core Moderate Allocation ETF position peaked at $1.32M in Q2 2022.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.