Capital Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Capital Asset Management's AOM Position: Q2 2026 in Review
Capital Asset Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 14% in Q2 2026, selling an estimated $64.5K and leaving 7,761 shares worth $387K. The position accounts for 0.87% of the portfolio, ranked #29.
Capital Asset Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Capital Asset Management held 7,761 shares of iShares Core Moderate Allocation ETF worth $387K as of Q2 2026.
- Capital Asset Management sold 1,312 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $64.5K.
- iShares Core Moderate Allocation ETF made up 0.87% of Capital Asset Management's portfolio in Q2 2026, its #29 holding.
- Capital Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- Capital Asset Management's iShares Core Moderate Allocation ETF position peaked at $430K in Q1 2026.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.