O'Shaughnessy Asset Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
O'Shaughnessy Asset Management's AOM Position: Q2 2026 in Review
O'Shaughnessy Asset Management reduced its iShares Core Moderate Allocation ETF (AOM) stake by 40% in Q2 2026, selling an estimated $23.2K and leaving 710 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.
O'Shaughnessy Asset Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. The position peaked at $60K in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- O'Shaughnessy Asset Management held 710 shares of iShares Core Moderate Allocation ETF worth $35.4K as of Q2 2026.
- O'Shaughnessy Asset Management sold 473 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $23.2K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2305 holding.
- O'Shaughnessy Asset Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
- O'Shaughnessy Asset Management's iShares Core Moderate Allocation ETF position peaked at $60K in Q4 2025.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.