Farther Finance Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Farther Finance Advisors's AOM Position: Q2 2026 in Review
Farther Finance Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 23% in Q2 2026, selling an estimated $59.5K and leaving 3,979 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2239.
Farther Finance Advisors first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $247K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Farther Finance Advisors held 3,979 shares of iShares Core Moderate Allocation ETF worth $198K as of Q2 2026.
- Farther Finance Advisors sold 1,211 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $59.5K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2239 holding.
- Farther Finance Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
- Farther Finance Advisors's iShares Core Moderate Allocation ETF position peaked at $247K in Q1 2026.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.