R2 Capital Strategies, LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

R2 Capital Strategies, LLC’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	$1.34M	Buy	+26,909	New	+$1.32M	0.61%	45

Other funds holding AOM

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Taylor Financial Group Roanoke, Virginia $182M AUM 21.76% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

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

VVR Holdings Bellingham, Washington $231M AUM

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

R2 Capital Strategies, LLC's AOM Position: Q2 2026 in Review

R2 Capital Strategies, LLC opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 26,909 shares worth $1.34M. The stake represents 0.61% of the portfolio and ranks #45 among its holdings.

92 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

R2 Capital Strategies, LLC held 26,909 shares of iShares Core Moderate Allocation ETF worth $1.34M as of Q2 2026.
iShares Core Moderate Allocation ETF was a new R2 Capital Strategies, LLC position in Q2 2026.
iShares Core Moderate Allocation ETF made up 0.61% of R2 Capital Strategies, LLC's portfolio in Q2 2026, its #45 holding.
92 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on R2 Capital Strategies, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.