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
Q2
$1.39M Buy
27,928
+23
+0.1% +$1.13K 0.05% 251
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: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.08% in Q2 2026, buying an estimated $1.13K and bringing the position to 27,928 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #251.

Insigneo Advisory Services first reported a position in AOM in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Insigneo Advisory Services held 27,928 shares of iShares Core Moderate Allocation ETF worth $1.39M as of Q2 2026.
  • Insigneo Advisory Services bought 23 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.13K.
  • iShares Core Moderate Allocation ETF made up 0.05% of Insigneo Advisory Services's portfolio in Q2 2026, its #251 holding.
  • Insigneo Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q2 2024 and has held it in 9 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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