CIA
AOM icon

Cape Investment Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cape Investment Advisory’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 		$20.3K Buy
+407
New +$20K 0.01% 699
2026
Q1 		– Sell
-404
Closed -$19.3K – 268
2025
Q4 		$19.3K Buy
+404
New +$19.3K 0.01% 625

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cape Investment Advisory's AOM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 407 shares worth $20.3K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in AOM as recently as Q4 2025.

Cape Investment Advisory first reported a position in AOM in Q4 2025 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Cape Investment Advisory held 407 shares of iShares Core Moderate Allocation ETF worth $20.3K as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new Cape Investment Advisory position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #699 holding.
  • Cape Investment Advisory first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.