Elevated Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Elevated Capital Advisors's AOM Position: Q2 2026 in Review
Elevated Capital Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.54% in Q2 2026, buying an estimated $98 and bringing the position to 369 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #430.
Elevated Capital Advisors first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Elevated Capital Advisors held 369 shares of iShares Core Moderate Allocation ETF worth $18.4K as of Q2 2026.
- Elevated Capital Advisors bought 2 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $98.
- iShares Core Moderate Allocation ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #430 holding.
- Elevated Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 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 Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.