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

Capital Investment Advisory Services’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	$82.4K	Sell	1,652 -76	-4%	-$3.73K	0.01%	851
2026 Q1	$81.9K	Hold	1,728	–	–	0.01%	764
2025 Q4	$82.5K	Hold	1,728	–	–	0.01%	731
2025 Q3	$82.2K	Sell	1,728 -155	-8%	-$7.2K	0.01%	706
2025 Q2	$86.7K	Sell	1,883 -531	-22%	-$23.5K	0.01%	675
2025 Q1	$106K	Sell	2,414 -510	-17%	-$22.4K	0.01%	604
2024 Q4	$127K	Sell	2,924 -5,390	-65%	-$239K	0.01%	539
2024 Q3	$375K	Buy	8,314 +1	+0%	+$44	0.04%	354
2024 Q2	$358K	Sell	8,313 -29	-0.3%	-$1.23K	0.04%	356
2024 Q1	$357K	Sell	8,342 -967	-10%	-$40.4K	0.04%	365
2023 Q4	$386K	Sell	9,309 -413	-4%	-$16.4K	0.04%	350
2023 Q3	$378K	Sell	9,722 -124	-1%	-$4.96K	0.04%	341
2023 Q2	$398K	Sell	9,846 -849	-8%	-$33.9K	0.04%	315
2023 Q1	$426K	Hold	10,695	–	–	0.05%	283
2022 Q4	$407K	Buy	10,695 +799	+8%	+$30.3K	0.05%	313
2022 Q3	$362K	Buy	9,896 +10	+0.1%	+$392	0.05%	314
2022 Q2	$385K	Sell	9,886 -1,199	-11%	-$48.5K	0.05%	311
2022 Q1	$476K	Sell	11,085 -22	-0.2%	-$958	0.05%	296
2021 Q4	$505K	Sell	11,107 -103	-0.9%	-$4.67K	0.06%	273
2021 Q3	$502K	Hold	11,210	–	–	0.06%	267
2021 Q2	$505K	Sell	11,210 -372	-3%	-$16.6K	0.06%	271
2021 Q1	$504K	Sell	11,582 -3	-0%	-$131	0.07%	247
2020 Q4	$500K	Buy	11,585 +617	+6%	+$26K	0.07%	250
2020 Q3	$450K	Buy	10,968 +8,592	+362%	+$352K	0.08%	215
2020 Q2	$95K	Hold	2,376	–	–	0.02%	366
2020 Q1	$87K	Sell	2,376 -5	-0.2%	-$196	0.02%	345
2019 Q4	$96K	Sell	2,381 -33	-1%	-$1.31K	0.03%	349
2019 Q3	$95K	Hold	2,414	–	–	0.03%	398
2019 Q2	$94K	Sell	2,414 -200	-8%	-$7.65K	0.03%	400
2019 Q1	$99K	Hold	2,614	–	–	0.04%	339
2018 Q4	$93K	Buy	+2,614	New	+$95.3K	0.04%	319

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Capital Investment Advisory Services's AOM Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.4% in Q2 2026, selling an estimated $3.73K and leaving 1,652 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #851.

Capital Investment Advisory Services first reported a position in AOM in Q4 2018 and has held it in 31 quarters since. The position peaked at $505K in Q4 2021. 92 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Capital Investment Advisory Services held 1,652 shares of iShares Core Moderate Allocation ETF worth $82.4K as of Q2 2026.
Capital Investment Advisory Services sold 76 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.73K.
iShares Core Moderate Allocation ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #851 holding.
Capital Investment Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's iShares Core Moderate Allocation ETF position peaked at $505K in Q4 2021.
92 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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