Highland Investment Advisors LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Highland Investment Advisors LLC’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	$4.4K	Buy	+88	New	+$4.32K	﹤0.01%	430

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

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

WFS

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

IAG

Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Highland Investment Advisors LLC's AOM Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 88 shares worth $4.4K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings.

259 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Highland Investment Advisors LLC held 88 shares of iShares Core Moderate Allocation ETF worth $4.4K as of Q2 2026.
iShares Core Moderate Allocation ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #430 holding.
259 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.