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Key Capital Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Key Capital Management’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
-85
Closed -$4.03K – 731
2026
Q1 		$4.03K Buy
+85
New +$4.1K ﹤0.01% 416

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
IAG
Investment Advisory Group Hanover, Massachusetts $461M AUM 22.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Key Capital Management's AOM Position: Q2 2026 in Review

Key Capital Management sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 85 shares — an estimated $4.03K sold.

Key Capital Management first reported a position in AOM in Q1 2026 and held it in 1 quarter. The position peaked at $4.03K in Q1 2026. 178 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Key Capital Management reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 85 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.03K.
  • Key Capital Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's iShares Core Moderate Allocation ETF position peaked at $4.03K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.