Golden State Equity Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Golden State Equity Partners's AOM Position: Q2 2026 in Review
Golden State Equity Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 78% in Q2 2026, selling an estimated $42.5K and leaving 243 shares worth $12.1K. The position accounts for 0.03% of the portfolio, ranked #214.
Golden State Equity Partners first reported a position in AOM in Q1 2026 and has held it in 2 quarters since. The position peaked at $52.5K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Golden State Equity Partners held 243 shares of iShares Core Moderate Allocation ETF worth $12.1K as of Q2 2026.
- Golden State Equity Partners sold 866 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $42.5K.
- iShares Core Moderate Allocation ETF made up 0.03% of Golden State Equity Partners's portfolio in Q2 2026, its #214 holding.
- Golden State Equity Partners first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and has held it in 2 quarters since.
- Golden State Equity Partners's iShares Core Moderate Allocation ETF position peaked at $52.5K in Q1 2026.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.