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

CoreCap 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 		$252K Buy
5,056
+266
+6% +$13.1K 0.01% 775
2026
Q1 		$227K Buy
4,790
+476
+11% +$23K 0.01% 766
2025
Q4 		$206K Buy
4,314
+274
+7% +$13.1K 0.01% 780
2025
Q3 		$192K Buy
4,040
+257
+7% +$11.9K 0.01% 811
2025
Q2 		$174K Buy
3,783
+323
+9% +$14.3K 0.01% 787
2025
Q1 		$152K Sell
3,460
-295
-8% -$13K 0.01% 755
2024
Q4 		$163K Buy
3,755
+651
+21% +$28.9K 0.01% 756
2024
Q3 		$140K Buy
+3,104
New +$136K 0.01% 801
2024
Q2 		– Sell
-1,841
Closed -$78.8K – 1652
2024
Q1 		$78.8K Buy
+1,841
New +$76.9K ﹤0.01% 939
2022
Q4 		$50K Buy
+1,315
New +$49.9K ﹤0.01% 988

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHC
Fort Henry Capital Wheeling, West Virginia $182M AUM 15.52% 1-Year Est. Return

CoreCap Advisors's AOM Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 5.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 5,056 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #775.

CoreCap Advisors first reported a position in AOM in Q4 2022 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • CoreCap Advisors held 5,056 shares of iShares Core Moderate Allocation ETF worth $252K as of Q2 2026.
  • CoreCap Advisors bought 266 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Core Moderate Allocation ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #775 holding.
  • CoreCap Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 10 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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