Worth Financial Advisory Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Worth Financial Advisory Group's AOM Position: Q2 2026 in Review
Worth Financial Advisory Group opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 6,355 shares worth $317K. The stake represents 0.13% of the portfolio and ranks #149 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in AOM as recently as Q4 2025.
Worth Financial Advisory Group first reported a position in AOM in Q4 2022 and has held it in 8 quarters since. The position peaked at $349K in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Worth Financial Advisory Group held 6,355 shares of iShares Core Moderate Allocation ETF worth $317K as of Q2 2026.
- iShares Core Moderate Allocation ETF was a new Worth Financial Advisory Group position in Q2 2026.
- iShares Core Moderate Allocation ETF made up 0.13% of Worth Financial Advisory Group's portfolio in Q2 2026, its #149 holding.
- Worth Financial Advisory Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 8 quarters since.
- Worth Financial Advisory Group's iShares Core Moderate Allocation ETF position peaked at $349K in Q4 2025.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.