AE Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.1M | Buy |
62,037
+49,451
| +393% | +$2.43M | 0.01% | 545 |
|
|
2026
Q1 | $596K | Sell |
12,586
-605
| -5% | -$29.2K | ﹤0.01% | 1018 |
|
|
2025
Q4 | $630K | Sell |
13,191
-13,258
| -50% | -$634K | ﹤0.01% | 961 |
|
|
2025
Q3 | $1.26M | Sell |
26,449
-77,596
| -75% | -$3.61M | 0.01% | 697 |
|
|
2025
Q2 | $4.79M | Buy |
104,045
+85,199
| +452% | +$3.76M | 0.04% | 358 |
|
|
2025
Q1 | $827K | Sell |
18,846
-813
| -4% | -$35.8K | 0.01% | 759 |
|
|
2024
Q4 | $854K | Buy |
19,659
+4,334
| +28% | +$192K | 0.01% | 745 |
|
|
2024
Q3 | $691K | Sell |
15,325
-1,881
| -11% | -$82.5K | 0.01% | 801 |
|
|
2024
Q2 | $740K | Buy |
17,206
+708
| +4% | +$30K | 0.01% | 785 |
|
|
2024
Q1 | $706K | Sell |
16,498
-175,107
| -91% | -$7.32M | 0.01% | 739 |
|
|
2023
Q4 | $7.93M | Sell |
191,605
-54,144
| -22% | -$2.15M | 0.04% | 455 |
|
|
2023
Q3 | $9.57M | Buy |
245,749
+76,212
| +45% | +$3.05M | 0.06% | 390 |
|
|
2023
Q2 | $6.85M | Sell |
169,537
-33,024
| -16% | -$1.32M | 0.04% | 457 |
|
|
2023
Q1 | $8.07M | Buy |
202,561
+7,450
| +4% | +$293K | 0.05% | 394 |
|
|
2022
Q4 | $7.42M | Sell |
195,111
-10,236
| -5% | -$388K | 0.05% | 383 |
|
|
2022
Q3 | $7.52M | Buy |
205,347
+14,717
| +8% | +$576K | 0.06% | 343 |
|
|
2022
Q2 | $7.43M | Sell |
190,630
-1,033,098
| -84% | -$41.8M | 0.06% | 339 |
|
|
2022
Q1 | $52.6M | Buy |
1,223,728
+811,577
| +197% | +$35.3M | 0.36% | 55 |
|
|
2021
Q4 | $18.7M | Sell |
412,151
-878,636
| -68% | -$39.8M | 0.13% | 163 |
|
|
2021
Q3 | $57.8M | Buy |
1,290,787
+1,088,371
| +538% | +$49.4M | 0.48% | 41 |
|
|
2021
Q2 | $9.12M | Sell |
202,416
-933,797
| -82% | -$41.6M | 0.08% | 239 |
|
|
2021
Q1 | $49.5M | Buy |
1,136,213
+127,499
| +13% | +$5.55M | 0.5% | 38 |
|
|
2020
Q4 | $43.6M | Buy |
1,008,714
+966,163
| +2,271% | +$40.7M | 0.49% | 39 |
|
|
2020
Q3 | $1.75M | Buy |
42,551
+780
| +2% | +$32K | 0.02% | 470 |
|
|
2020
Q2 | $1.67M | Buy |
41,771
+3,303
| +9% | +$127K | 0.03% | 465 |
|
|
2020
Q1 | $1.41M | Sell |
38,468
-47,666
| -55% | -$1.87M | 0.03% | 397 |
|
|
2019
Q4 | $3.46M | Sell |
86,134
-140,706
| -62% | -$5.57M | 0.08% | 236 |
|
|
2019
Q3 | $8.91M | Buy |
226,840
+198,400
| +698% | +$7.73M | 0.26% | 77 |
|
|
2019
Q2 | $1.11M | Buy |
28,440
+6,966
| +32% | +$267K | 0.03% | 380 |
|
|
2019
Q1 | $817K | Buy |
21,474
+3,757
| +21% | +$139K | 0.06% | 241 |
|
|
2018
Q4 | $632K | Buy |
17,717
+7,150
| +68% | +$261K | 0.11% | 212 |
|
|
2018
Q3 | $400K | Buy |
10,567
+3,087
| +41% | +$116K | 0.02% | 376 |
|
|
2018
Q2 | $281K | Sell |
7,480
-223
| -3% | -$8.39K | 0.02% | 345 |
|
|
2018
Q1 | $291K | Sell |
7,703
-5,721
| -43% | -$218K | 0.02% | 332 |
|
|
2017
Q4 | $511K | Buy |
13,424
+5,712
| +74% | +$219K | 0.05% | 241 |
|
|
2017
Q3 | $293K | Buy |
7,712
+1,439
| +23% | +$54K | 0.03% | 315 |
|
|
2017
Q2 | $234K | Buy |
+6,273
| New | +$232K | 0.03% | 331 |
|
Other funds holding AOM
FIA
WFS
AA
AE Wealth Management's AOM Position: Q2 2026 in Review
AE Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 393% in Q2 2026, buying an estimated $2.43M and bringing the position to 62,037 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #545.
AE Wealth Management first reported a position in AOM in Q2 2017 and has held it in 37 quarters since. The position peaked at $57.8M in Q3 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- AE Wealth Management held 62,037 shares of iShares Core Moderate Allocation ETF worth $3.1M as of Q2 2026.
- AE Wealth Management bought 49,451 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.43M.
- iShares Core Moderate Allocation ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #545 holding.
- AE Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 37 quarters since.
- AE Wealth Management's iShares Core Moderate Allocation ETF position peaked at $57.8M in Q3 2021.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.