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
Q2
$5.79K Buy
116
+46
+66% +$2.26K ﹤0.01% 1949
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: Q2 2026 in Review

IFG Advisory increased its iShares Core Moderate Allocation ETF (AOM) stake by 66% in Q2 2026, buying an estimated $2.26K and bringing the position to 116 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

IFG Advisory first reported a position in AOM in Q2 2024 and has held it in 3 quarters since. The position peaked at $272K in Q2 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • IFG Advisory held 116 shares of iShares Core Moderate Allocation ETF worth $5.79K as of Q2 2026.
  • IFG Advisory bought 46 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.26K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1949 holding.
  • IFG Advisory first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 3 quarters since.
  • IFG Advisory's iShares Core Moderate Allocation ETF position peaked at $272K in Q2 2024.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.