Atria Investments’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
Other funds holding AOM
FIA
WFS
AA
Atria Investments's AOM Position: Q1 2026 in Review
Atria Investments reduced its iShares Core Moderate Allocation ETF (AOM) stake by 6.5% in Q1 2026, selling an estimated $15.3K and leaving 4,548 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1946.
Atria Investments first reported a position in AOM in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.32M in Q2 2022. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Atria Investments held 4,548 shares of iShares Core Moderate Allocation ETF worth $215K as of Q1 2026.
- Atria Investments sold 317 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $15.3K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1946 holding.
- Atria Investments first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 8 quarters since.
- Atria Investments's iShares Core Moderate Allocation ETF position peaked at $1.32M in Q2 2022.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.