CoreCap Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
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. 300 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.
- 300 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.