Clear Creek Financial Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Clear Creek Financial Management's AOM Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 4.2% in Q2 2026, buying an estimated $21.7K and bringing the position to 10,895 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #391.

Clear Creek Financial Management first reported a position in AOM in Q2 2019 and has held it in 27 quarters since. The position peaked at $685K in Q3 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Clear Creek Financial Management held 10,895 shares of iShares Core Moderate Allocation ETF worth $544K as of Q2 2026.
• Clear Creek Financial Management bought 442 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $21.7K.
• iShares Core Moderate Allocation ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q2 2026, its #391 holding.
• Clear Creek Financial Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2019 and has held it in 27 quarters since.
• Clear Creek Financial Management's iShares Core Moderate Allocation ETF position peaked at $685K in Q3 2024.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.