Capital Analysts LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Capital Analysts LLC’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	$215K	Buy	4,301 +3,918	+1,023%	+$192K	0.01%	675
2026 Q1	$18K	Hold	383	–	–	﹤0.01%	1145
2025 Q4	$18K	Buy	383 +7	+2%	+$335	﹤0.01%	1123
2025 Q3	$18K	Buy	376 +3	+0.8%	+$139	﹤0.01%	1091
2025 Q2	$17K	Sell	373 -6	-2%	-$265	﹤0.01%	1047
2025 Q1	$17K	Hold	379	–	–	﹤0.01%	1028
2024 Q4	$16K	Buy	379 +7	+2%	+$310	﹤0.01%	975
2024 Q3	$17K	Buy	372 +3	+0.8%	+$132	﹤0.01%	925
2024 Q2	$16K	Buy	369 +2	+0.5%	+$85	﹤0.01%	886
2024 Q1	$16K	Buy	367 +180	+96%	+$7.52K	﹤0.01%	858
2023 Q4	$8K	Buy	187 +3	+2%	+$119	﹤0.01%	914
2023 Q3	$7K	Buy	184 +1	+0.5%	+$40	﹤0.01%	922
2023 Q2	$7K	Buy	183 +1	+0.5%	+$40	﹤0.01%	851
2023 Q1	$7K	Buy	+182	New	+$7.15K	﹤0.01%	830

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital Analysts LLC's AOM Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Core Moderate Allocation ETF (AOM) stake by 1,023% in Q2 2026, buying an estimated $192K and bringing the position to 4,301 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #675.

Capital Analysts LLC first reported a position in AOM in Q1 2023 and has held it in 14 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Capital Analysts LLC held 4,301 shares of iShares Core Moderate Allocation ETF worth $215K as of Q2 2026.
Capital Analysts LLC bought 3,918 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $192K.
iShares Core Moderate Allocation ETF made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #675 holding.
Capital Analysts LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and has held it in 14 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.