Ameriprise’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
Q1 | $12.4M | Sell |
262,366
-106,320
| -29% | -$5.13M | ﹤0.01% | 1763 |
|
|
2025
Q4 | $17.6M | Buy |
368,686
+86,610
| +31% | +$4.14M | ﹤0.01% | 1507 |
|
|
2025
Q3 | $13.4M | Buy |
282,076
+145
| +0.1% | +$6.74K | ﹤0.01% | 1691 |
|
|
2025
Q2 | $13M | Buy |
281,931
+17,790
| +7% | +$786K | ﹤0.01% | 1627 |
|
|
2025
Q1 | $11.6M | Sell |
264,141
-138,517
| -34% | -$6.1M | ﹤0.01% | 1658 |
|
|
2024
Q4 | $17.5M | Buy |
402,658
+146,600
| +57% | +$6.5M | ﹤0.01% | 1424 |
|
|
2024
Q3 | $11.5M | Buy |
256,058
+11,485
| +5% | +$504K | ﹤0.01% | 1666 |
|
|
2024
Q2 | $10.5M | Buy |
244,573
+47,000
| +24% | +$1.99M | ﹤0.01% | 1701 |
|
|
2024
Q1 | $8.43M | Sell |
197,573
-15,295
| -7% | -$639K | ﹤0.01% | 1941 |
|
|
2023
Q4 | $8.84M | Buy |
212,868
+128,718
| +153% | +$5.1M | ﹤0.01% | 1891 |
|
|
2023
Q3 | $3.28M | Buy |
84,150
+2,260
| +3% | +$90.3K | ﹤0.01% | 2585 |
|
|
2023
Q2 | $3.31M | Sell |
81,890
-2,954
| -3% | -$118K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $3.38M | Sell |
84,844
-40,359
| -32% | -$1.59M | ﹤0.01% | 2573 |
|
|
2022
Q4 | $4.76M | Buy |
125,203
+36,632
| +41% | +$1.39M | ﹤0.01% | 2330 |
|
|
2022
Q3 | $3.24M | Sell |
88,571
-9,084
| -9% | -$356K | ﹤0.01% | 2530 |
|
|
2022
Q2 | $3.81M | Sell |
97,655
-3,335
| -3% | -$135K | ﹤0.01% | 2475 |
|
|
2022
Q1 | $4.34M | Sell |
100,990
-108,632
| -52% | -$4.73M | ﹤0.01% | 2515 |
|
|
2021
Q4 | $9.53M | Buy |
209,622
+111,988
| +115% | +$5.08M | ﹤0.01% | 2017 |
|
|
2021
Q3 | $4.37M | Sell |
97,634
-27,483
| -22% | -$1.25M | ﹤0.01% | 2485 |
|
|
2021
Q2 | $5.61M | Buy |
125,117
+7,332
| +6% | +$327K | ﹤0.01% | 2368 |
|
|
2021
Q1 | $5.26M | Sell |
117,785
-1,106
| -0.9% | -$48.1K | ﹤0.01% | 2372 |
|
|
2020
Q4 | $5.14M | Sell |
118,891
-1,454
| -1% | -$61.2K | ﹤0.01% | 2255 |
|
|
2020
Q3 | $4.94M | Sell |
120,345
-3,097
| -3% | -$127K | ﹤0.01% | 2096 |
|
|
2020
Q2 | $4.92M | Buy |
123,442
+55,100
| +81% | +$2.13M | ﹤0.01% | 2077 |
|
|
2020
Q1 | $2.51M | Sell |
68,342
-23,267
| -25% | -$911K | ﹤0.01% | 2357 |
|
|
2019
Q4 | $3.68M | Sell |
91,609
-59,681
| -39% | -$2.36M | ﹤0.01% | 2415 |
|
|
2019
Q3 | $5.95M | Buy |
151,290
+29,690
| +24% | +$1.16M | ﹤0.01% | 2098 |
|
|
2019
Q2 | $4.75M | Buy |
121,600
+14,483
| +14% | +$554K | ﹤0.01% | 2282 |
|
|
2019
Q1 | $4.08M | Sell |
107,117
-87,947
| -45% | -$3.26M | ﹤0.01% | 2349 |
|
|
2018
Q4 | $6.95M | Buy |
195,064
+91,238
| +88% | +$3.33M | ﹤0.01% | 1890 |
|
|
2018
Q3 | $86.5M | Sell |
103,826
-13,497
| -12% | -$509K | 0.03% | 517 |
|
|
2018
Q2 | $4.41M | Sell |
117,323
-29,143
| -20% | -$1.1M | ﹤0.01% | 2332 |
|
|
2018
Q1 | $5.53M | Buy |
146,466
+8,993
| +7% | +$343K | ﹤0.01% | 2102 |
|
|
2017
Q4 | $5.23M | Buy |
137,473
+47,480
| +53% | +$1.82M | ﹤0.01% | 2099 |
|
|
2017
Q3 | $3.42M | Buy |
89,993
+6,517
| +8% | +$245K | ﹤0.01% | 2340 |
|
|
2017
Q2 | $3.11M | Sell |
83,476
-9,583
| -10% | -$354K | ﹤0.01% | 2382 |
|
|
2017
Q1 | $3.38M | Buy |
93,059
+2,357
| +3% | +$84.6K | ﹤0.01% | 2302 |
|
|
2016
Q4 | $3.19M | Buy |
90,702
+41,941
| +86% | +$1.48M | ﹤0.01% | 2385 |
|
|
2016
Q3 | $1.76M | Buy |
48,761
+9,684
| +25% | +$347K | ﹤0.01% | 2635 |
|
|
2016
Q2 | $1.38M | Buy |
39,077
+10,410
| +36% | +$364K | ﹤0.01% | 2729 |
|
|
2016
Q1 | $998K | Sell |
28,667
-13,801
| -32% | -$465K | ﹤0.01% | 2841 |
|
|
2015
Q4 | $1.44M | Buy |
42,468
+6,119
| +17% | +$211K | ﹤0.01% | 2778 |
|
|
2015
Q3 | $1.23M | Buy |
36,349
+1,627
| +5% | +$56.2K | ﹤0.01% | 2887 |
|
|
2015
Q2 | $1.22M | Buy |
34,722
+2,896
| +9% | +$104K | ﹤0.01% | 3026 |
|
|
2015
Q1 | $1.13M | Sell |
31,826
-4,689
| -13% | -$166K | ﹤0.01% | 2875 |
|
|
2014
Q4 | $1.28M | Buy |
36,515
+11,117
| +44% | +$390K | ﹤0.01% | 2749 |
|
|
2014
Q3 | $883K | Buy |
25,398
+22,413
| +751% | +$792K | ﹤0.01% | 2857 |
|
|
2014
Q2 | $107K | Sell |
2,985
-3,952
| -57% | -$139K | ﹤0.01% | 3561 |
|
|
2014
Q1 | $242K | Sell |
6,937
-2,456
| -26% | -$84.4K | ﹤0.01% | 3179 |
|
|
2013
Q4 | $322K | Buy |
9,393
+331
| +4% | +$11.2K | ﹤0.01% | 2990 |
|
|
2013
Q3 | $302K | Sell |
9,062
-1,043
| -10% | -$34.3K | ﹤0.01% | 3027 |
|
|
2013
Q2 | $327K | Buy |
+10,105
| New | +$333K | ﹤0.01% | 2922 |
|
Other funds holding AOM
FIA
WFS
AA
KCPG
Ameriprise's AOM Position: Q1 2026 in Review
Ameriprise reduced its iShares Core Moderate Allocation ETF (AOM) stake by 29% in Q1 2026, selling an estimated $5.13M and leaving 262,366 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.
Ameriprise first reported a position in AOM in Q2 2013 and has held it in 52 quarters since. The position peaked at $86.5M in Q3 2018. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Ameriprise held 262,366 shares of iShares Core Moderate Allocation ETF worth $12.4M as of Q1 2026.
- Ameriprise sold 106,320 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $5.13M.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1763 holding.
- Ameriprise first reported a position in iShares Core Moderate Allocation ETF in Q2 2013 and has held it in 52 quarters since.
- Ameriprise's iShares Core Moderate Allocation ETF position peaked at $86.5M in Q3 2018.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.