Fort Henry Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Fort Henry Capital’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	22,793 +113	+0.5%	+$5.55K	0.63%	14
2026 Q1	$1.07M	Buy	22,680 +123	+0.5%	+$5.93K	0.65%	14
2025 Q4	$1.08M	Buy	22,557 +440	+2%	+$21K	0.66%	14
2025 Q3	$1.05M	Buy	22,117 +111	+0.5%	+$5.16K	0.67%	13
2025 Q2	$1.01M	Buy	22,006 +15	+0.1%	+$663	0.68%	13
2025 Q1	$965K	Sell	21,991 -1,960	-8%	-$86.3K	0.69%	13
2024 Q4	$1.04M	Buy	23,951 +340	+1%	+$15.1K	0.74%	13
2024 Q3	$1.07M	Sell	23,611 -152	-0.6%	-$6.67K	0.72%	13
2024 Q2	$1.02M	Sell	23,763 -842	-3%	-$35.7K	0.74%	13
2024 Q1	$1.05M	Buy	24,605 +119	+0.5%	+$4.97K	0.78%	13
2023 Q4	$1.02M	Buy	24,486 +118	+0.5%	+$4.68K	0.79%	12
2023 Q3	$949K	Sell	24,368 -95	-0.4%	-$3.8K	0.81%	12
2023 Q2	$989K	Sell	24,463 -157	-0.6%	-$6.27K	0.8%	12
2023 Q1	$981K	Buy	24,620 +63	+0.3%	+$2.48K	0.82%	11
2022 Q4	$933K	Buy	24,557 +118	+0.5%	+$4.47K	0.84%	11
2022 Q3	$895K	Sell	24,439 -2,187	-8%	-$85.7K	0.87%	11
2022 Q2	$1.04M	Sell	26,626 -334	-1%	-$13.5K	0.97%	10
2022 Q1	$1.16M	Sell	26,960 -1,289	-5%	-$56.1K	1%	10
2021 Q4	$1.28M	Sell	28,249 -911	-3%	-$41.3K	1.07%	9
2021 Q3	$1.3M	Sell	29,160 -380	-1%	-$17.2K	1.15%	8
2021 Q2	$1.33M	Sell	29,540 -190	-0.6%	-$8.47K	1.17%	8
2021 Q1	$1.29M	Sell	29,730 -613	-2%	-$26.7K	1.23%	8
2020 Q4	$1.31M	Buy	+30,343	New	+$1.28M	1.31%	8

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fort Henry Capital's AOM Position: Q2 2026 in Review

Fort Henry Capital increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.5% in Q2 2026, buying an estimated $5.55K and bringing the position to 22,793 shares worth $1.14M. The position accounts for 0.63% of the portfolio, ranked #14.

Fort Henry Capital first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.33M in Q2 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Fort Henry Capital held 22,793 shares of iShares Core Moderate Allocation ETF worth $1.14M as of Q2 2026.
Fort Henry Capital bought 113 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $5.55K.
iShares Core Moderate Allocation ETF made up 0.63% of Fort Henry Capital's portfolio in Q2 2026, its #14 holding.
Fort Henry Capital first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
Fort Henry Capital's iShares Core Moderate Allocation ETF position peaked at $1.33M in Q2 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Fort Henry Capital's 13F filing for Q2 2026, filed 15 Jul 2026.