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

Cambridge Investment Research 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 		$5.96M Sell
119,528
-5,538
-4% -$272K 0.01% 886
2026
Q1 		$5.92M Buy
125,066
+6,564
+6% +$317K 0.02% 876
2025
Q4 		$5.66M Sell
118,502
-52,047
-31% -$2.49M 0.01% 858
2025
Q3 		$8.12M Buy
170,549
+38,330
+29% +$1.78M 0.02% 667
2025
Q2 		$6.09M Buy
132,219
+109
+0.1% +$4.82K 0.02% 743
2025
Q1 		$5.8M Sell
132,110
-18,340
-12% -$807K 0.02% 727
2024
Q4 		$6.54M Sell
150,450
-4,977
-3% -$221K 0.02% 663
2024
Q3 		$7.01M Sell
155,427
-4,520
-3% -$198K 0.02% 636
2024
Q2 		$6.88M Sell
159,947
-5,633
-3% -$239K 0.03% 611
2024
Q1 		$7.08M Buy
165,580
+3,577
+2% +$149K 0.03% 587
2023
Q4 		$6.72M Sell
162,003
-8,612
-5% -$341K 0.03% 567
2023
Q3 		$6.64M Sell
170,615
-1,508
-0.9% -$60.3K 0.03% 531
2023
Q2 		$6.96M Sell
172,123
-158
-0.1% -$6.31K 0.03% 507
2023
Q1 		$6.87M Sell
172,281
-20,769
-11% -$816K 0.03% 486
2022
Q4 		$7.34M Sell
193,050
-13,782
-7% -$522K 0.04% 449
2022
Q3 		$7.57M Sell
206,832
-9,825
-5% -$385K 0.04% 402
2022
Q2 		$8.44M Sell
216,657
-4,393
-2% -$178K 0.05% 381
2022
Q1 		$9.5M Sell
221,050
-5,748
-3% -$250K 0.04% 390
2021
Q4 		$10.3M Buy
226,798
+733
+0.3% +$33.2K 0.05% 375
2021
Q3 		$10.1M Buy
226,065
+23,699
+12% +$1.07M 0.05% 352
2021
Q2 		$9.12M Buy
202,366
+26,045
+15% +$1.16M 0.04% 393
2021
Q1 		$7.68M Buy
176,321
+34,908
+25% +$1.52M 0.04% 412
2020
Q4 		$6.11M Buy
141,413
+18,064
+15% +$761K 0.04% 451
2020
Q3 		$5.06M Buy
123,349
+35,501
+40% +$1.46M 0.03% 457
2020
Q2 		$3.5M Buy
87,848
+19,263
+28% +$743K 0.03% 551
2020
Q1 		$2.52M Sell
68,585
-10,662
-13% -$418K 0.02% 573
2019
Q4 		$3.18M Sell
79,247
-5,346
-6% -$212K 0.02% 617
2019
Q3 		$3.32M Sell
84,593
-7,996
-9% -$311K 0.03% 567
2019
Q2 		$3.61M Buy
92,589
+5,750
+7% +$220K 0.03% 514
2019
Q1 		$3.31M Buy
86,839
+10,577
+14% +$392K 0.03% 522
2018
Q4 		$2.72M Buy
76,262
+647
+0.9% +$23.6K 0.03% 532
2018
Q3 		$2.87M Sell
75,615
-10,431
-12% -$394K 0.03% 557
2018
Q2 		$3.23M Buy
86,046
+6,230
+8% +$234K 0.03% 481
2018
Q1 		$3.02M Sell
79,816
-4,821
-6% -$184K 0.03% 489
2017
Q4 		$3.22M Buy
84,637
+36,183
+75% +$1.38M 0.04% 430
2017
Q3 		$1.84M Buy
48,454
+7,661
+19% +$288K 0.02% 567
2017
Q2 		$1.52M Buy
40,793
+1,063
+3% +$39.2K 0.02% 618
2017
Q1 		$1.44M Buy
39,730
+6,754
+20% +$243K 0.02% 578
2016
Q4 		$1.16M Buy
32,976
+6,415
+24% +$227K 0.02% 604
2016
Q3 		$959K Buy
26,561
+4,317
+19% +$155K 0.02% 699
2016
Q2 		$785K Buy
22,244
+1,635
+8% +$57.1K 0.02% 730
2016
Q1 		$717K Buy
20,609
+376
+2% +$12.7K 0.02% 714
2015
Q4 		$689K Buy
20,233
+3,580
+21% +$123K 0.02% 707
2015
Q3 		$564K Sell
16,653
-15,329
-48% -$529K 0.02% 701
2015
Q2 		$1.13M Buy
31,982
+8,613
+37% +$308K 0.03% 467
2015
Q1 		$833K Sell
23,369
-1,912
-8% -$67.6K 0.02% 573
2014
Q4 		$889K Buy
25,281
+17,697
+233% +$621K 0.03% 534
2014
Q3 		$265K Buy
7,584
+6
+0.1% +$212 0.01% 1158
2014
Q2 		$271K Buy
+7,578
New +$266K 0.01% 1051
2014
Q1 		– Sell
-25,908
Closed -$889K – 1299
2013
Q4 		$889K Buy
25,908
+710
+3% +$24.1K 0.04% 431
2013
Q3 		$840K Sell
25,198
-15,549
-38% -$512K 0.04% 422
2013
Q2 		$1.32M Buy
+40,747
New +$1.34M 0.07% 263

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
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
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Cambridge Investment Research Advisors's AOM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.4% in Q2 2026, selling an estimated $272K and leaving 119,528 shares worth $5.96M. The position accounts for 0.01% of the portfolio, ranked #886.

Cambridge Investment Research Advisors first reported a position in AOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q4 2021. 101 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Cambridge Investment Research Advisors held 119,528 shares of iShares Core Moderate Allocation ETF worth $5.96M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 5,538 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $272K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #886 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 52 quarters since.
  • Cambridge Investment Research Advisors's iShares Core Moderate Allocation ETF position peaked at $10.3M in Q4 2021.
  • 101 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.