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 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 $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

Capital Analysts LLC's AOM Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 383 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Capital Analysts LLC first reported a position in AOM in Q1 2023 and has held it in 13 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Capital Analysts LLC held 383 shares of iShares Core Moderate Allocation ETF worth $18K as of Q1 2026.
Capital Analysts LLC left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1145 holding.
Capital Analysts LLC first reported a position in iShares Core Moderate Allocation ETF in Q1 2023 and has held it in 13 quarters since.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.