Cerity Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Cerity Partners's AOM Position: Q2 2026 in Review
Cerity Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 44% in Q2 2026, buying an estimated $264K and bringing the position to 17,670 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.
Cerity Partners first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Cerity Partners held 17,670 shares of iShares Core Moderate Allocation ETF worth $882K as of Q2 2026.
- Cerity Partners bought 5,365 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $264K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2075 holding.
- Cerity Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.