Gallacher Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Gallacher Capital Management’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	$794K	Sell	15,912 -9,358	-37%	-$460K	0.45%	52
2026 Q1	$1.2M	Sell	25,270 -1,464	-5%	-$70.6K	0.46%	48
2025 Q4	$1.28M	Buy	26,734 +1,403	+6%	+$67.1K	0.49%	40
2025 Q3	$1.21M	Sell	25,331 -197	-0.8%	-$9.15K	0.48%	39
2025 Q2	$1.18M	Buy	25,528 +803	+3%	+$35.5K	0.54%	32
2025 Q1	$1.08M	Sell	24,725 -385	-2%	-$16.9K	0.53%	33
2024 Q4	$1.09M	Buy	25,110 +4,710	+23%	+$209K	0.54%	34
2024 Q3	$920K	Buy	20,400 +2,996	+17%	+$131K	0.42%	38
2024 Q2	$749K	Buy	17,404 +4,833	+38%	+$205K	0.39%	48
2024 Q1	$538K	Buy	12,571 +3,106	+33%	+$130K	0.27%	65
2023 Q4	$393K	Sell	9,465 -1,215	-11%	-$48.2K	0.22%	115
2023 Q3	$416K	Buy	10,680 +506	+5%	+$20.2K	0.26%	82
2023 Q2	$411K	Sell	10,174 -1,488	-13%	-$59.4K	0.24%	111
2023 Q1	$465K	Sell	11,662 -1,505	-11%	-$59.1K	0.28%	82
2022 Q4	$500K	Buy	+13,167	New	+$499K	0.3%	64

Other funds holding AOM

WFS

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

LifePlan Financial Mankato, Minnesota $143M AUM 24.86% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Gallacher Capital Management's AOM Position: Q2 2026 in Review

Gallacher Capital Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 37% in Q2 2026, selling an estimated $460K and leaving 15,912 shares worth $794K. The position accounts for 0.45% of the portfolio, ranked #52.

Gallacher Capital Management first reported a position in AOM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.28M in Q4 2025. 67 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Gallacher Capital Management held 15,912 shares of iShares Core Moderate Allocation ETF worth $794K as of Q2 2026.
Gallacher Capital Management sold 9,358 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $460K.
iShares Core Moderate Allocation ETF made up 0.45% of Gallacher Capital Management's portfolio in Q2 2026, its #52 holding.
Gallacher Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 15 quarters since.
Gallacher Capital Management's iShares Core Moderate Allocation ETF position peaked at $1.28M in Q4 2025.
67 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.