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McKinley Carter Wealth Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

McKinley Carter Wealth Services’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 		$246K Sell
4,938
-75
-1% -$3.69K 0.01% 300
2026
Q1 		$237K Sell
5,013
-211
-4% -$10.2K 0.01% 284
2025
Q4 		$249K Sell
5,224
-854
-14% -$40.8K 0.01% 294
2025
Q3 		$289K Hold
6,078
– – 0.02% 273
2025
Q2 		$280K Sell
6,078
-31
-0.5% -$1.37K 0.02% 264
2025
Q1 		$268K Hold
6,109
– – 0.02% 269
2024
Q4 		$265K Sell
6,109
-1,883
-24% -$83.5K 0.02% 255
2024
Q3 		$361K Sell
7,992
-208
-3% -$9.12K 0.02% 238
2024
Q2 		$353K Buy
8,200
+8
+0.1% +$339 0.02% 238
2024
Q1 		$350K Buy
8,192
+170
+2% +$7.1K 0.02% 243
2023
Q4 		$333K Sell
8,022
-478
-6% -$18.9K 0.02% 242
2023
Q3 		$331K Buy
8,500
+850
+11% +$34K 0.03% 237
2023
Q2 		$309K Sell
7,650
-302
-4% -$12.1K 0.02% 247
2023
Q1 		$317K Buy
7,952
+80
+1% +$3.14K 0.02% 247
2022
Q4 		$299K Sell
7,872
-1,708
-18% -$64.8K 0.03% 242
2022
Q3 		$351K Sell
9,580
-493
-5% -$19.3K 0.03% 218
2022
Q2 		$392K Buy
10,073
+199
+2% +$8.04K 0.03% 217
2022
Q1 		$424K Buy
9,874
+714
+8% +$31.1K 0.03% 215
2021
Q4 		$417K Sell
9,160
-518
-5% -$23.5K 0.03% 210
2021
Q3 		$433K Buy
9,678
+526
+6% +$23.9K 0.04% 202
2021
Q2 		$413K Buy
9,152
+156
+2% +$6.95K 0.03% 209
2021
Q1 		$392K Buy
8,996
+4,300
+92% +$187K 0.03% 209
2020
Q4 		$203K Buy
+4,696
New +$198K 0.03% 257

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

McKinley Carter Wealth Services's AOM Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1.5% in Q2 2026, selling an estimated $3.69K and leaving 4,938 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #300.

McKinley Carter Wealth Services first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. The position peaked at $433K in Q3 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • McKinley Carter Wealth Services held 4,938 shares of iShares Core Moderate Allocation ETF worth $246K as of Q2 2026.
  • McKinley Carter Wealth Services sold 75 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.69K.
  • iShares Core Moderate Allocation ETF made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #300 holding.
  • McKinley Carter Wealth Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • McKinley Carter Wealth Services's iShares Core Moderate Allocation ETF position peaked at $433K in Q3 2021.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.