Empirical Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Empirical Asset Management's AOM Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.09% in Q2 2026, buying an estimated $246 and bringing the position to 5,682 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #322.

Empirical Asset Management first reported a position in AOM in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Empirical Asset Management held 5,682 shares of iShares Core Moderate Allocation ETF worth $283K as of Q2 2026.
• Empirical Asset Management bought 5 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $246.
• iShares Core Moderate Allocation ETF made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #322 holding.
• Empirical Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 9 quarters since.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.