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 Q3	$142K	Sell	2,923 -2,133	-42%	-$105K	﹤0.01%	973
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

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

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

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

VVR Holdings Bellingham, Washington $243M AUM 18.35% 1-Year Est. Return

CoreCap Advisors's AOM Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 42% in Q3 2026, selling an estimated $105K and leaving 2,923 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

CoreCap Advisors first reported a position in AOM in Q4 2022 and has held it in 11 quarters since. The position peaked at $252K in Q2 2026. 81 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

CoreCap Advisors held 2,923 shares of iShares Core Moderate Allocation ETF worth $142K as of Q3 2026.
CoreCap Advisors sold 2,133 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $105K.
iShares Core Moderate Allocation ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #973 holding.
CoreCap Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 11 quarters since.
CoreCap Advisors's iShares Core Moderate Allocation ETF position peaked at $252K in Q2 2026.
81 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.