Avior 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 | $1.11M | Buy |
22,162
+559
| +3% | +$27.5K | 0.03% | 339 |
|
|
2026
Q1 | $1.02M | Buy |
21,603
+379
| +2% | +$18.3K | 0.03% | 344 |
|
|
2025
Q4 | $1.01M | Buy |
21,224
+572
| +3% | +$27.3K | 0.03% | 311 |
|
|
2025
Q3 | $983K | Buy |
20,652
+335
| +2% | +$15.6K | 0.03% | 301 |
|
|
2025
Q2 | $935K | Buy |
20,317
+704
| +4% | +$31.1K | 0.03% | 301 |
|
|
2025
Q1 | $861K | Buy |
19,613
+733
| +4% | +$32.3K | 0.03% | 291 |
|
|
2024
Q4 | $820K | Buy |
18,880
+991
| +6% | +$44K | 0.03% | 323 |
|
|
2024
Q3 | $807K | Buy |
17,889
+179
| +1% | +$7.85K | 0.03% | 331 |
|
|
2024
Q2 | $762K | Buy |
17,710
+15,179
| +600% | +$643K | 0.03% | 329 |
|
|
2024
Q1 | $108K | Sell |
2,531
-1,740
| -41% | -$72.7K | 0.01% | 931 |
|
|
2023
Q4 | $177K | Sell |
4,271
-998
| -19% | -$39.6K | 0.01% | 536 |
|
|
2023
Q3 | $205K | Sell |
5,269
-5,922
| -53% | -$237K | 0.01% | 522 |
|
|
2023
Q2 | $452K | Buy |
11,191
+33
| +0.3% | +$1.32K | 0.03% | 369 |
|
|
2023
Q1 | $445K | Sell |
11,158
-1,016
| -8% | -$39.9K | 0.03% | 382 |
|
|
2022
Q4 | $463K | Sell |
12,174
-35
| -0.3% | -$1.33K | 0.03% | 320 |
|
|
2022
Q3 | $446K | Sell |
12,209
-3,423
| -22% | -$134K | 0.04% | 299 |
|
|
2022
Q2 | $609K | Sell |
15,632
-775
| -5% | -$31.3K | 0.06% | 227 |
|
|
2022
Q1 | $705K | Sell |
16,407
-4,164
| -20% | -$181K | 0.06% | 224 |
|
|
2021
Q4 | $935K | Buy |
20,571
+12,735
| +163% | +$577K | 0.08% | 206 |
|
|
2021
Q3 | $350K | Buy |
7,836
+18
| +0.2% | +$816 | 0.03% | 362 |
|
|
2021
Q2 | $352K | Sell |
7,818
-2
| -0% | -$89 | 0.04% | 345 |
|
|
2021
Q1 | $340K | Buy |
7,820
+12
| +0.2% | +$522 | 0.04% | 348 |
|
|
2020
Q4 | $337K | Sell |
7,808
-837
| -10% | -$35.2K | 0.04% | 331 |
|
|
2020
Q3 | $354K | Sell |
8,645
-3,824
| -31% | -$157K | 0.05% | 308 |
|
|
2020
Q2 | $497K | Buy |
12,469
+7,753
| +164% | +$299K | 0.08% | 236 |
|
|
2020
Q1 | $173K | Buy |
4,716
+29
| +0.6% | +$1.14K | 0.03% | 360 |
|
|
2019
Q4 | $188K | Sell |
4,687
-81
| -2% | -$3.21K | 0.03% | 380 |
|
|
2019
Q3 | $187K | Sell |
4,768
-2,871
| -38% | -$112K | 0.03% | 368 |
|
|
2019
Q2 | $298K | Buy |
7,639
+26
| +0.3% | +$995 | 0.05% | 298 |
|
|
2019
Q1 | $289K | Buy |
7,613
+47
| +0.6% | +$1.74K | 0.06% | 281 |
|
|
2018
Q4 | $269K | Sell |
7,566
-829
| -10% | -$30.2K | 0.06% | 257 |
|
|
2018
Q3 | $318K | Buy |
8,395
+90
| +1% | +$3.4K | 0.07% | 250 |
|
|
2018
Q2 | $312K | Buy |
8,305
+720
| +9% | +$27.1K | 0.07% | 240 |
|
|
2018
Q1 | $286K | Sell |
7,585
-2,555
| -25% | -$97.3K | 0.07% | 235 |
|
|
2017
Q4 | $386K | Buy |
10,140
+328
| +3% | +$12.6K | 0.09% | 204 |
|
|
2017
Q3 | $373K | Buy |
9,812
+46
| +0.5% | +$1.73K | 0.12% | 118 |
|
|
2017
Q2 | $364K | Buy |
9,766
+26
| +0.3% | +$960 | 0.15% | 101 |
|
|
2017
Q1 | $354K | Sell |
9,740
-575
| -6% | -$20.6K | 0.12% | 125 |
|
|
2016
Q4 | $363K | Buy |
10,315
+2,551
| +33% | +$90.2K | 0.14% | 118 |
|
|
2016
Q3 | $280K | Buy |
7,764
+7,145
| +1,154% | +$256K | 0.11% | 121 |
|
|
2016
Q2 | $22K | Buy |
+619
| New | +$21.6K | 0.01% | 275 |
|
Other funds holding AOM
FIA
WFS
AA
Avior Wealth Management's AOM Position: Q2 2026 in Review
Avior Wealth Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.6% in Q2 2026, buying an estimated $27.5K and bringing the position to 22,162 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #339.
Avior Wealth Management first reported a position in AOM in Q2 2016 and has held it in 41 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Avior Wealth Management held 22,162 shares of iShares Core Moderate Allocation ETF worth $1.11M as of Q2 2026.
- Avior Wealth Management bought 559 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $27.5K.
- iShares Core Moderate Allocation ETF made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #339 holding.
- Avior Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q2 2016 and has held it in 41 quarters since.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.