Centaurus Financial’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 | $517K | Buy |
10,371
+60
| +0.6% | +$2.95K | 0.02% | 575 |
|
|
2026
Q1 | $488K | Buy |
10,311
+759
| +8% | +$36.6K | 0.02% | 532 |
|
|
2025
Q4 | $456K | Buy |
9,552
+705
| +8% | +$33.7K | 0.02% | 554 |
|
|
2025
Q3 | $421K | Buy |
8,847
+50
| +0.6% | +$2.32K | 0.02% | 573 |
|
|
2025
Q2 | $405K | Buy |
8,797
+230
| +3% | +$10.2K | 0.02% | 532 |
|
|
2025
Q1 | $376K | Sell |
8,567
-3,305
| -28% | -$145K | 0.02% | 524 |
|
|
2024
Q4 | $516K | Sell |
11,872
-761
| -6% | -$33.8K | 0.03% | 429 |
|
|
2024
Q3 | $570K | Sell |
12,633
-410
| -3% | -$18K | 0.04% | 385 |
|
|
2024
Q2 | $561K | Sell |
13,043
-20
| -0.2% | -$847 | 0.04% | 364 |
|
|
2024
Q1 | $559K | Buy |
13,063
+80
| +0.6% | +$3.34K | 0.04% | 360 |
|
|
2023
Q4 | $539K | Sell |
12,983
-45
| -0.3% | -$1.78K | 0.04% | 349 |
|
|
2023
Q3 | $507K | Buy |
13,028
+3,586
| +38% | +$143K | 0.04% | 348 |
|
|
2023
Q2 | $382K | Sell |
9,442
-943
| -9% | -$37.6K | 0.03% | 413 |
|
|
2023
Q1 | $414K | Sell |
10,385
-15
| -0.1% | -$589 | 0.03% | 456 |
|
|
2022
Q4 | $395K | Buy |
10,400
+73
| +0.7% | +$2.77K | 0.04% | 422 |
|
|
2022
Q3 | $378K | Buy |
10,327
+4,780
| +86% | +$187K | 0.04% | 419 |
|
|
2022
Q2 | $216K | Buy |
5,547
+294
| +6% | +$11.9K | 0.02% | 588 |
|
|
2022
Q1 | $226K | Buy |
5,253
+1,002
| +24% | +$43.6K | 0.02% | 630 |
|
|
2021
Q4 | $193K | Buy |
4,251
+82
| +2% | +$3.72K | 0.01% | 693 |
|
|
2021
Q3 | $187K | Sell |
4,169
-550
| -12% | -$24.9K | 0.02% | 670 |
|
|
2021
Q2 | $213K | Sell |
4,719
-5,717
| -55% | -$255K | 0.02% | 654 |
|
|
2021
Q1 | $455K | Buy |
10,436
+6,742
| +183% | +$293K | 0.04% | 390 |
|
|
2020
Q4 | $160K | Sell |
3,694
-318
| -8% | -$13.4K | 0.02% | 606 |
|
|
2020
Q3 | $165K | Buy |
4,012
+1,313
| +49% | +$53.8K | 0.02% | 491 |
|
|
2020
Q2 | $108K | Sell |
2,699
-1,178
| -30% | -$45.5K | 0.02% | 578 |
|
|
2020
Q1 | $142K | Sell |
3,877
-1,817
| -32% | -$71.2K | 0.03% | 418 |
|
|
2019
Q4 | $228K | Sell |
5,694
-475
| -8% | -$18.8K | 0.03% | 430 |
|
|
2019
Q3 | $242K | Sell |
6,169
-246
| -4% | -$9.58K | 0.04% | 375 |
|
|
2019
Q2 | $250K | Buy |
6,415
+1,500
| +31% | +$57.4K | 0.04% | 386 |
|
|
2019
Q1 | $187K | Sell |
4,915
-85
| -2% | -$3.15K | 0.03% | 417 |
|
|
2018
Q4 | $177K | Sell |
5,000
-12,000
| -71% | -$438K | 0.04% | 352 |
|
|
2018
Q3 | $646K | Sell |
17,000
-1,056
| -6% | -$39.8K | 0.12% | 199 |
|
|
2018
Q2 | $678K | Buy |
18,056
+14,457
| +402% | +$544K | 0.09% | 231 |
|
|
2018
Q1 | $136K | Buy |
+3,599
| New | +$137K | 0.03% | 388 |
|
Other funds holding AOM
FIA
WFS
AA
Centaurus Financial's AOM Position: Q2 2026 in Review
Centaurus Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.58% in Q2 2026, buying an estimated $2.95K and bringing the position to 10,371 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #575.
Centaurus Financial first reported a position in AOM in Q1 2018 and has held it in 34 quarters since. The position peaked at $678K in Q2 2018. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Centaurus Financial held 10,371 shares of iShares Core Moderate Allocation ETF worth $517K as of Q2 2026.
- Centaurus Financial bought 60 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.95K.
- iShares Core Moderate Allocation ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #575 holding.
- Centaurus Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 34 quarters since.
- Centaurus Financial's iShares Core Moderate Allocation ETF position peaked at $678K in Q2 2018.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.