Kavar Capital Partners Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kavar Capital Partners Group’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	–	Sell	-259,957	Closed	-$12.3M	–	205
2026 Q1	$12.3M	Buy	+259,957	New	+$12.5M	1.54%	16
2025 Q3	–	Sell	-267,607	Closed	-$12.3M	–	188
2025 Q2	$12.3M	Buy	+267,607	New	+$11.8M	1.77%	11
2024 Q4	–	Sell	-269,074	Closed	-$12.1M	–	176
2024 Q3	$12.1M	Buy	+269,074	New	+$11.8M	1.92%	12
2024 Q1	–	Sell	-274,530	Closed	-$11.4M	–	159
2023 Q4	$11.4M	Buy	+274,530	New	+$10.9M	1.27%	23

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

Kavar Capital Partners Group's AOM Position: Q2 2026 in Review

Kavar Capital Partners Group sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 259,957 shares — an estimated $12.3M sold.

Kavar Capital Partners Group first reported a position in AOM in Q4 2023 and held it in 4 quarters. The position peaked at $12.3M in Q2 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Kavar Capital Partners Group reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
Kavar Capital Partners Group sold 259,957 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $12.3M.
Kavar Capital Partners Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and held it in 4 quarters.
Kavar Capital Partners Group's iShares Core Moderate Allocation ETF position peaked at $12.3M in Q2 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.