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: Q2 2026 in Review
High Net Worth Advisory Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 18% in Q2 2026, buying an estimated $280K and bringing the position to 37,300 shares worth $1.86M. The position accounts for 0.4% of the portfolio, ranked #60.
High Net Worth Advisory Group first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- High Net Worth Advisory Group held 37,300 shares of iShares Core Moderate Allocation ETF worth $1.86M as of Q2 2026.
- High Net Worth Advisory Group bought 5,700 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $280K.
- iShares Core Moderate Allocation ETF made up 0.4% of High Net Worth Advisory Group's portfolio in Q2 2026, its #60 holding.
- High Net Worth Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.