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Regatta Research & Money Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Regatta Research & Money 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 		$25.5K Buy
+512
New +$25.2K 0.02% 380

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Regatta Research & Money Management's AOM Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 512 shares worth $25.5K. The stake represents 0.02% of the portfolio and ranks #380 among its holdings.

243 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Regatta Research & Money Management held 512 shares of iShares Core Moderate Allocation ETF worth $25.5K as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #380 holding.
  • 243 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.