High Net Worth Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
High Net Worth Advisory Group's AOM Position: Q1 2026 in Review
High Net Worth Advisory Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 49% in Q1 2026, buying an estimated $502K and bringing the position to 31,600 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #67.
High Net Worth Advisory Group first reported a position in AOM in Q4 2025 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- High Net Worth Advisory Group held 31,600 shares of iShares Core Moderate Allocation ETF worth $1.5M as of Q1 2026.
- High Net Worth Advisory Group bought 10,400 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $502K.
- iShares Core Moderate Allocation ETF made up 0.35% of High Net Worth Advisory Group's portfolio in Q1 2026, its #67 holding.
- High Net Worth Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 2 quarters since.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.