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

Claro 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 Q3	$314K	Hold	6,450	–	–	0.03%	389
2026 Q2	$322K	Hold	6,450	–	–	0.03%	385
2026 Q1	$306K	Hold	6,450	–	–	0.04%	365
2025 Q4	$308K	Buy	6,450 +50	+0.8%	+$2.39K	0.04%	323
2025 Q3	$305K	Buy	6,400 +50	+0.8%	+$2.32K	0.04%	310
2025 Q2	$292K	Buy	6,350 +50	+0.8%	+$2.21K	0.05%	301
2025 Q1	$276K	Buy	6,300 +50	+0.8%	+$2.2K	0.04%	407
2024 Q4	$272K	Buy	6,250 +600	+11%	+$26.6K	0.04%	380
2024 Q3	$255K	Buy	+5,650	New	+$248K	0.03%	421

Other funds holding AOM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Claro Advisors's AOM Position: Q3 2026 in Review

Claro Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q3 2026 at 6,450 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #389.

Claro Advisors first reported a position in AOM in Q3 2024 and has held it in 9 quarters since. The position peaked at $322K in Q2 2026. 238 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Claro Advisors held 6,450 shares of iShares Core Moderate Allocation ETF worth $314K as of Q3 2026.
Claro Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q3 2026.
iShares Core Moderate Allocation ETF made up 0.03% of Claro Advisors's portfolio in Q3 2026, its #389 holding.
Claro Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 9 quarters since.
Claro Advisors's iShares Core Moderate Allocation ETF position peaked at $322K in Q2 2026.
238 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.