Columbia River Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Columbia River Financial Group's AOM Position: Q2 2026 in Review
Columbia River Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.2% in Q2 2026, buying an estimated $5.01K and bringing the position to 4,651 shares worth $232K. The position accounts for 0.12% of the portfolio, ranked #56.
Columbia River Financial Group first reported a position in AOM in Q1 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Columbia River Financial Group held 4,651 shares of iShares Core Moderate Allocation ETF worth $232K as of Q2 2026.
- Columbia River Financial Group bought 102 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $5.01K.
- iShares Core Moderate Allocation ETF made up 0.12% of Columbia River Financial Group's portfolio in Q2 2026, its #56 holding.
- Columbia River Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q1 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 Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.