CacheTech Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CacheTech Inc’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 Q1	–	Sell	-4,968	Closed	-$237K	–	183
2025 Q4	$237K	Buy	4,968 +677	+16%	+$32.4K	0.04%	194
2025 Q3	$204K	Sell	4,291 -517	-11%	-$24K	0.04%	180
2025 Q2	$221K	Buy	+4,808	New	+$212K	0.04%	165
2025 Q1	–	Sell	-5,135	Closed	-$223K	–	160
2024 Q4	$223K	Buy	5,135 +475	+10%	+$21.1K	0.04%	115
2024 Q3	$210K	Sell	4,660 -82	-2%	-$3.6K	0.05%	107
2024 Q2	$204K	Buy	+4,742	New	+$201K	0.05%	101

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CacheTech Inc's AOM Position: Q1 2026 in Review

CacheTech Inc sold out of iShares Core Moderate Allocation ETF (AOM) in Q1 2026, closing a stake of 4,968 shares — an estimated $237K sold.

CacheTech Inc first reported a position in AOM in Q2 2024 and held it in 6 quarters. The position peaked at $237K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

CacheTech Inc reported no remaining iShares Core Moderate Allocation ETF position as of Q1 2026 after selling out during the quarter.
CacheTech Inc sold 4,968 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $237K.
CacheTech Inc first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and held it in 6 quarters.
CacheTech Inc's iShares Core Moderate Allocation ETF position peaked at $237K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.