Lodestar Private Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lodestar Private Asset Management's AOM Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.9% in Q2 2026, selling an estimated $216K and leaving 145,264 shares worth $7.25M. The position accounts for 0.63% of the portfolio, ranked #41.

Lodestar Private Asset Management first reported a position in AOM in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Lodestar Private Asset Management held 145,264 shares of iShares Core Moderate Allocation ETF worth $7.25M as of Q2 2026.
• Lodestar Private Asset Management sold 4,394 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $216K.
• iShares Core Moderate Allocation ETF made up 0.63% of Lodestar Private Asset Management's portfolio in Q2 2026, its #41 holding.
• Lodestar Private Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 15 quarters since.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.