Empirical Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Empirical Asset Management's AOM Position: Q1 2026 in Review
Empirical Asset Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 5,677 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #311.
Empirical Asset Management first reported a position in AOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $271K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Empirical Asset Management held 5,677 shares of iShares Core Moderate Allocation ETF worth $269K as of Q1 2026.
- Empirical Asset Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
- iShares Core Moderate Allocation ETF made up 0.07% of Empirical Asset Management's portfolio in Q1 2026, its #311 holding.
- Empirical Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 8 quarters since.
- Empirical Asset Management's iShares Core Moderate Allocation ETF position peaked at $271K in Q4 2025.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.