IFG Advisory’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.32K Buy
+70
New +$3.38K 0.01% 302
2024
Q3
Sell
-6,335
Closed -$272K 399
2024
Q2
$272K Buy
+6,335
New +$268K 0.02% 530

Other funds holding AOM

IFG Advisory's AOM Position: Q1 2026 in Review

IFG Advisory opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 70 shares worth $3.32K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings. This is a return to the name: IFG Advisory previously reported a position in AOM as recently as Q2 2024.

IFG Advisory first reported a position in AOM in Q2 2024 and has held it in 2 quarters since. The position peaked at $272K in Q2 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • IFG Advisory held 70 shares of iShares Core Moderate Allocation ETF worth $3.32K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new IFG Advisory position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up 0.01% of IFG Advisory's portfolio in Q1 2026, its #302 holding.
  • IFG Advisory first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 2 quarters since.
  • IFG Advisory's iShares Core Moderate Allocation ETF position peaked at $272K in Q2 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.