Taylor Financial Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Taylor Financial Group's AOM Position: Q2 2026 in Review

Taylor Financial Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 4.5% in Q2 2026, buying an estimated $172K and bringing the position to 81,107 shares worth $4.05M. The position accounts for 2.22% of the portfolio, ranked #11.

Taylor Financial Group first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

• Taylor Financial Group held 81,107 shares of iShares Core Moderate Allocation ETF worth $4.05M as of Q2 2026.
• Taylor Financial Group bought 3,498 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $172K.
• iShares Core Moderate Allocation ETF made up 2.22% of Taylor Financial Group's portfolio in Q2 2026, its #11 holding.
• Taylor Financial Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
• 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.