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Cetera Advisor Networks’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.5M Sell
35,102
-354
-1% -$14.8K 0.01% 1175
2023
Q4 		$1.47M Sell
35,456
-9,122
-20% -$362K 0.01% 1129
2023
Q3 		$1.74M Sell
44,578
-12,014
-21% -$480K 0.01% 956
2023
Q2 		$2.29M Sell
56,592
-663
-1% -$26.5K 0.02% 801
2023
Q1 		$2.28M Buy
57,255
+6,756
+13% +$265K 0.02% 784
2022
Q4 		$1.92M Buy
50,499
+14,054
+39% +$533K 0.02% 813
2022
Q3 		$1.33M Buy
36,445
+6,536
+22% +$256K 0.02% 748
2022
Q2 		$1.17M Sell
29,909
-73
-0.2% -$2.95K 0.01% 811
2022
Q1 		$1.29M Sell
29,982
-1,611
-5% -$70.2K 0.02% 802
2021
Q4 		$1.44M Sell
31,593
-65,747
-68% -$2.98M 0.02% 732
2021
Q3 		$4.36M Sell
97,340
-1,596
-2% -$72.4K 0.06% 313
2021
Q2 		$4.46M Buy
98,936
+227
+0.2% +$10.1K 0.06% 299
2021
Q1 		$4.3M Sell
98,709
-3,346
-3% -$146K 0.09% 217
2020
Q4 		$4.41M Buy
102,055
+916
+0.9% +$38.6K 0.1% 193
2020
Q3 		$4.15M Sell
101,139
-4,481
-4% -$184K 0.11% 185
2020
Q2 		$4.21M Buy
105,620
+57,889
+121% +$2.23M 0.11% 184
2020
Q1 		$1.75M Buy
47,731
+16,306
+52% +$639K 0.06% 277
2019
Q4 		$1.26M Sell
31,425
-2,607
-8% -$103K 0.03% 426
2019
Q3 		$1.34M Buy
34,032
+150
+0.4% +$5.84K 0.04% 381
2019
Q2 		$1.32M Sell
33,882
-3,399
-9% -$130K 0.04% 365
2019
Q1 		$1.42M Buy
37,281
+22,408
+151% +$831K 0.05% 322
2018
Q4 		$532K Sell
14,873
-3,025
-17% -$110K 0.02% 555
2018
Q3 		$678K Buy
17,898
+650
+4% +$24.5K 0.02% 536
2018
Q2 		$648K Sell
17,248
-24
-0.1% -$903 0.03% 400
2018
Q1 		$652K Sell
17,272
-1,163
-6% -$44.3K 0.03% 431
2017
Q4 		$701K Buy
18,435
+138
+0.8% +$5.28K 0.03% 468
2017
Q3 		$696K Sell
18,297
-2,421
-12% -$90.9K 0.03% 433
2017
Q2 		$774K Buy
20,718
+48
+0.2% +$1.77K 0.04% 386
2017
Q1 		$751K Buy
20,670
+2,114
+11% +$75.9K 0.04% 383
2016
Q4 		$655K Buy
18,556
+918
+5% +$32.5K 0.03% 400
2016
Q3 		$637K Buy
17,638
+542
+3% +$19.4K 0.02% 516
2016
Q2 		$603K Buy
17,096
+2,425
+17% +$84.7K 0.04% 395
2016
Q1 		$510K Buy
14,671
+4,300
+41% +$145K 0.03% 426
2015
Q4 		$353K Hold
10,371
– – 0.02% 541
2015
Q3 		$351K Buy
10,371
+1,691
+19% +$58.4K 0.02% 527
2015
Q2 		$309K Hold
8,680
– – 0.02% 609
2015
Q1 		$309K Buy
8,680
+460
+6% +$16.3K 0.02% 613
2014
Q4 		$289K Buy
8,220
+2,350
+40% +$82.4K 0.02% 613
2014
Q3 		$205K Hold
5,870
– – 0.01% 745
2014
Q2 		$210K Buy
+5,870
New +$206K 0.01% 727

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisor Networks's AOM Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Core Moderate Allocation ETF (AOM) stake by 1% in Q1 2024, selling an estimated $14.8K and leaving 35,102 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1175.

Cetera Advisor Networks first reported a position in AOM in Q2 2014 and has held it in 40 quarters since. The position peaked at $4.46M in Q2 2021. 234 funds tracked by Wall St. Rank hold AOM as of Q1 2024.

  • Cetera Advisor Networks held 35,102 shares of iShares Core Moderate Allocation ETF worth $1.5M as of Q1 2024.
  • Cetera Advisor Networks sold 354 iShares Core Moderate Allocation ETF shares in Q1 2024, an estimated $14.8K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1175 holding.
  • Cetera Advisor Networks first reported a position in iShares Core Moderate Allocation ETF in Q2 2014 and has held it in 40 quarters since.
  • Cetera Advisor Networks's iShares Core Moderate Allocation ETF position peaked at $4.46M in Q2 2021.
  • 234 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.