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Centaurus Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Centaurus Financial’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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
+6,228
+3,330% +$238K 0.04% 386
2019
Q1 		$4.92K Buy
187
+10
+6% +$371 0.03% 350
2018
Q4 		$5 Buy
177
+160
+941% +$5.83K 0.04% 274
2018
Q3 		$646 Sell
17
-18,039
-100% -$681K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial's AOM Position: Q1 2026 in Review

Centaurus Financial increased its iShares Core Moderate Allocation ETF (AOM) stake by 7.9% in Q1 2026, buying an estimated $36.6K and bringing the position to 10,311 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #532.

Centaurus Financial first reported a position in AOM in Q1 2018 and has held it in 33 quarters since. The position peaked at $678K in Q2 2018. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Centaurus Financial held 10,311 shares of iShares Core Moderate Allocation ETF worth $488K as of Q1 2026.
  • Centaurus Financial bought 759 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $36.6K.
  • iShares Core Moderate Allocation ETF made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #532 holding.
  • Centaurus Financial first reported a position in iShares Core Moderate Allocation ETF in Q1 2018 and has held it in 33 quarters since.
  • Centaurus Financial's iShares Core Moderate Allocation ETF position peaked at $678K in Q2 2018.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.