Proathlete Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$187K Buy
3,743
+24
+0.6% +$1.18K 0.05% 75
2026
Q1
$176K Hold
3,719
0.05% 70
2025
Q4
$178K Buy
3,719
+62
+2% +$2.96K 0.05% 72
2025
Q3
$174K Buy
3,657
+30
+0.8% +$1.39K 0.05% 66
2025
Q2
$167K Buy
3,627
+7
+0.2% +$309 0.05% 64
2025
Q1
$159K Buy
+3,620
New +$159K 0.06% 68

Other funds holding AOM

Proathlete Wealth Management's AOM Position: Q2 2026 in Review

Proathlete Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.65% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,743 shares worth $187K. The position accounts for 0.05% of the portfolio, ranked #75.

Proathlete Wealth Management first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Proathlete Wealth Management held 3,743 shares of iShares Core Moderate Allocation ETF worth $187K as of Q2 2026.
  • Proathlete Wealth Management bought 24 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $1.18K.
  • iShares Core Moderate Allocation ETF made up 0.05% of Proathlete Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Proathlete Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.