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CGN Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

CGN Advisors’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 		$958K Buy
19,198
+126
+0.7% +$6.19K 0.07% 187
2026
Q1 		$903K Buy
19,072
+13,225
+226% +$638K 0.07% 189
2025
Q4 		$279K Buy
5,847
+184
+3% +$8.8K 0.02% 283
2025
Q3 		$269K Buy
5,663
+249
+5% +$11.6K 0.02% 281
2025
Q2 		$249K Sell
5,414
-443
-8% -$19.6K 0.02% 283
2025
Q1 		$257K Buy
5,857
+64
+1% +$2.82K 0.03% 270
2024
Q4 		$252K Buy
5,793
+1,069
+23% +$47.4K 0.02% 273
2024
Q3 		$213K Buy
+4,724
New +$207K 0.02% 269

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CGN Advisors's AOM Position: Q2 2026 in Review

CGN Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.66% in Q2 2026, buying an estimated $6.19K and bringing the position to 19,198 shares worth $958K. The position accounts for 0.07% of the portfolio, ranked #187.

CGN Advisors first reported a position in AOM in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • CGN Advisors held 19,198 shares of iShares Core Moderate Allocation ETF worth $958K as of Q2 2026.
  • CGN Advisors bought 126 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $6.19K.
  • iShares Core Moderate Allocation ETF made up 0.07% of CGN Advisors's portfolio in Q2 2026, its #187 holding.
  • CGN Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.