Money Concepts Capital’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Money Concepts Capital’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	$638K	Sell	12,784 -3,478	-21%	-$171K	0.03%	380
2026 Q1	$770K	Buy	16,262 +2,015	+14%	+$97.2K	0.04%	319
2025 Q4	$680K	Buy	14,247 +1,429	+11%	+$68.3K	0.04%	305
2025 Q3	$610K	Hold	12,818	–	–	0.04%	296
2025 Q2	$590K	Buy	+12,818	New	+$566K	0.04%	285
2023 Q1	–	Sell	-1,303	Closed	-$49.5K	–	575
2022 Q4	$49.5K	Buy	+1,303	New	+$49.4K	﹤0.01%	1249
2022 Q2	–	Sell	-1,415	Closed	-$61K	–	1487
2022 Q1	$61K	Buy	+1,415	New	+$61.6K	﹤0.01%	1159

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

Money Concepts Capital's AOM Position: Q2 2026 in Review

Money Concepts Capital reduced its iShares Core Moderate Allocation ETF (AOM) stake by 21% in Q2 2026, selling an estimated $171K and leaving 12,784 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #380.

Money Concepts Capital first reported a position in AOM in Q1 2022 and has held it in 7 quarters since. The position peaked at $770K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Money Concepts Capital held 12,784 shares of iShares Core Moderate Allocation ETF worth $638K as of Q2 2026.
Money Concepts Capital sold 3,478 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $171K.
iShares Core Moderate Allocation ETF made up 0.03% of Money Concepts Capital's portfolio in Q2 2026, its #380 holding.
Money Concepts Capital first reported a position in iShares Core Moderate Allocation ETF in Q1 2022 and has held it in 7 quarters since.
Money Concepts Capital's iShares Core Moderate Allocation ETF position peaked at $770K in Q1 2026.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.