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AOMAOM
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Position history for WAWaverly Advisors, LLC's holdings in ISHARES CORE 40/60 MODERATE

Waverly Advisors, LLC holds 84,372 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $4.2M as of 2026-Q2. The position was decreased (-0.5% shares). AOM represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$4.2M

Current Shares

84,372

Total Value Change

+$1.1M

Total Shares Change

+14,337

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
84,372
-0.5%
$4.2M0.0%$49.48
0
2026-Q1
Increased
84,825
+1.6%
$4M0.0%$48.58
27
2025-Q4
Increased
83,485
+6.4%
$4M0.0%$47.89
28
2025-Q3
Increased
78,469
+1.5%
$3.7M0.0%$46.70
27
2025-Q2
Increased
77,284
+3.0%
$3.6M0.0%$44.75
27
2025-Q1
Increased
75,044
+2.4%
$3.3M0.0%$42.50
27
2024-Q4
Increased
73,281
+4.6%
$3.2M0.0%$42.13
28
2024-Q3
Increased
70,035
+0.1%
$3.2M0.1%$43.01
26

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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