Sanctuary Advisors’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
$214K Buy
4,297
+12
+0.3% +$590 ﹤0.01% 2582
2026
Q1
$203K Buy
+4,285
New +$207K ﹤0.01% 2369
2025
Q4
– Sell
-4,932
Closed -$235K – 2421
2025
Q3
$235K Buy
4,932
+174
+4% +$8.09K ﹤0.01% 2162
2025
Q2
$219K Buy
+4,758
New +$210K ﹤0.01% 2106
2024
Q4
– Sell
-10,721
Closed -$475K – 2387
2024
Q3
$475K Buy
+10,721
New +$470K ﹤0.01% 1727

Other funds holding AOM

Sanctuary Advisors's AOM Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.28% in Q2 2026, buying an estimated $590 and bringing the position to 4,297 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Sanctuary Advisors first reported a position in AOM in Q3 2024 and has held it in 5 quarters since. The position peaked at $475K in Q3 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Sanctuary Advisors held 4,297 shares of iShares Core Moderate Allocation ETF worth $214K as of Q2 2026.
  • Sanctuary Advisors bought 12 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $590.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2582 holding.
  • Sanctuary Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 5 quarters since.
  • Sanctuary Advisors's iShares Core Moderate Allocation ETF position peaked at $475K in Q3 2024.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.