Insigneo Advisory Services’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
$1.32M Buy
27,905
+10
+0% +$482 0.09% 186
2025
Q4
$1.33M Buy
27,895
+15
+0.1% +$717 0.1% 176
2025
Q3
$1.33M Sell
27,880
-2
-0% -$93 0.09% 175
2025
Q2
$1.28M Buy
27,882
+24
+0.1% +$1.06K 0.11% 160
2025
Q1
$1.22M Sell
27,858
-148
-0.5% -$6.51K 0.13% 147
2024
Q4
$1.22M Buy
28,006
+1,006
+4% +$44.6K 0.13% 147
2024
Q3
$1.22M Hold
27,000
0.12% 158
2024
Q2
$1.16M Buy
+27,000
New +$1.14M 0.13% 151

Other funds holding AOM

Insigneo Advisory Services's AOM Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.04% in Q1 2026, buying an estimated $482 and bringing the position to 27,905 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #186.

Insigneo Advisory Services first reported a position in AOM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Insigneo Advisory Services held 27,905 shares of iShares Core Moderate Allocation ETF worth $1.32M as of Q1 2026.
  • Insigneo Advisory Services bought 10 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $482.
  • iShares Core Moderate Allocation ETF made up 0.09% of Insigneo Advisory Services's portfolio in Q1 2026, its #186 holding.
  • Insigneo Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 8 quarters since.
  • Insigneo Advisory Services's iShares Core Moderate Allocation ETF position peaked at $1.33M in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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