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Aventus Investment Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aventus Investment Advisors’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 		$50 Hold
1
– – ﹤0.01% 157
2026
Q1 		$47 Buy
+1
New +$48 ﹤0.01% 148
2025
Q3 		– Sell
-470
Closed -$16.7K – 146
2025
Q2 		$16.7K Buy
+470
New +$20.8K 0.02% 98

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aventus Investment Advisors's AOM Position: Q2 2026 in Review

Aventus Investment Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 1 share worth $50. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Aventus Investment Advisors first reported a position in AOM in Q2 2025 and has held it in 3 quarters since. The position peaked at $16.7K in Q2 2025. 101 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Aventus Investment Advisors held 1 share of iShares Core Moderate Allocation ETF worth $50 as of Q2 2026.
  • Aventus Investment Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Aventus Investment Advisors's portfolio in Q2 2026, its #157 holding.
  • Aventus Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 3 quarters since.
  • Aventus Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $16.7K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.