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Scarborough Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Scarborough Advisors’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 		– Sell
-44
Closed -$2.09K – 182
2026
Q1 		$2.09K Buy
+44
New +$2.12K ﹤0.01% 600

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VH
VVR Holdings Bellingham, Washington $231M AUM
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Scarborough Advisors's AOM Position: Q2 2026 in Review

Scarborough Advisors sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 44 shares — an estimated $2.09K sold.

Scarborough Advisors first reported a position in AOM in Q1 2026 and held it in 1 quarter. The position peaked at $2.09K in Q1 2026. 73 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Scarborough Advisors reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 44 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.09K.
  • Scarborough Advisors first reported a position in iShares Core Moderate Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Scarborough Advisors's iShares Core Moderate Allocation ETF position peaked at $2.09K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.