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

Concurrent Investment 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	$656K	Sell	13,140 -1,517	-10%	-$74.5K	0.01%	1247
2026 Q1	$694K	Buy	14,657 +821	+6%	+$39.6K	0.01%	1057
2025 Q4	$660K	Buy	13,836 +713	+5%	+$34.1K	0.01%	1028
2025 Q3	$624K	Buy	13,123 +894	+7%	+$41.5K	0.01%	824
2025 Q2	$563K	Buy	+12,229	New	+$540K	0.01%	804
2025 Q1	–	Sell	-5,630	Closed	-$245K	–	1242
2024 Q4	$245K	Buy	5,630 +182	+3%	+$8.07K	0.01%	907
2024 Q3	$246K	Buy	5,448 +636	+13%	+$27.9K	0.01%	857
2024 Q2	$207K	Buy	+4,812	New	+$204K	0.01%	869

Other funds holding AOM

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Concurrent Investment Advisors's AOM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 10% in Q2 2026, selling an estimated $74.5K and leaving 13,140 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #1247.

Concurrent Investment Advisors first reported a position in AOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $694K in Q1 2026. 99 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Concurrent Investment Advisors held 13,140 shares of iShares Core Moderate Allocation ETF worth $656K as of Q2 2026.
Concurrent Investment Advisors sold 1,517 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $74.5K.
iShares Core Moderate Allocation ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1247 holding.
Concurrent Investment Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's iShares Core Moderate Allocation ETF position peaked at $694K in Q1 2026.
99 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.