Kastel Capital Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kastel Capital Advisors’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	$400K	Hold	8,440	–	–	0.25%	44
2026 Q1	$403K	Hold	8,440	–	–	0.25%	41
2025 Q4	$403K	Buy	+8,440	New	+$403K	0.25%	41

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kastel Capital Advisors's AOM Position: Q2 2026 in Review

Kastel Capital Advisors held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 8,440 shares worth $400K. The position accounts for 0.25% of the portfolio, ranked #44.

Kastel Capital Advisors first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Kastel Capital Advisors held 8,440 shares of iShares Core Moderate Allocation ETF worth $400K as of Q2 2026.
Kastel Capital Advisors left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.25% of Kastel Capital Advisors's portfolio in Q2 2026, its #44 holding.
Kastel Capital Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
Kastel Capital Advisors's iShares Core Moderate Allocation ETF position peaked at $403K in Q1 2026.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Kastel Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.