Pinnacle Wealth Planning Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
Pinnacle Wealth Planning Services's AOM Position: Q3 2026 in Review
Pinnacle Wealth Planning Services opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2026: 15,000 shares worth $731K. The stake represents 0.07% of the portfolio and ranks #163 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in AOM as recently as Q4 2020.
Pinnacle Wealth Planning Services first reported a position in AOM in Q4 2020 and has held it in 2 quarters since. 270 funds tracked by Wall St. Rank hold AOM as of Q3 2026.
- Pinnacle Wealth Planning Services held 15,000 shares of iShares Core Moderate Allocation ETF worth $731K as of Q3 2026.
- iShares Core Moderate Allocation ETF was a new Pinnacle Wealth Planning Services position in Q3 2026.
- iShares Core Moderate Allocation ETF made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #163 holding.
- Pinnacle Wealth Planning Services first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 2 quarters since.
- 270 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.