Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Cetera Investment Advisers’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
Q2 		$11.7M Buy
233,786
+18,004
+8% +$885K 0.01% 1060
2026
Q1 		$10.2M Sell
215,782
-2,613
-1% -$126K 0.01% 1054
2025
Q4 		$10.4M Buy
218,395
+21,910
+11% +$1.05M 0.01% 1005
2025
Q3 		$9.35M Buy
196,485
+30,554
+18% +$1.42M 0.01% 1027
2025
Q2 		$7.64M Buy
165,931
+11,226
+7% +$496K 0.01% 961
2025
Q1 		$6.79M Buy
154,705
+60,776
+65% +$2.67M 0.01% 948
2024
Q4 		$4.08M Sell
93,929
-944
-1% -$41.9K 0.01% 1159
2024
Q3 		$4.28M Buy
94,873
+13,184
+16% +$578K 0.01% 1082
2024
Q2 		$3.51M Sell
81,689
-1,905
-2% -$80.7K 0.01% 1196
2024
Q1 		$3.58M Buy
83,594
+70,342
+531% +$2.94M 0.01% 1170
2023
Q4 		$550K Buy
13,252
+39
+0.3% +$1.55K ﹤0.01% 1440
2023
Q3 		$514K Sell
13,213
-94
-0.7% -$3.76K ﹤0.01% 1401
2023
Q2 		$538K Buy
13,307
+517
+4% +$20.6K ﹤0.01% 1411
2023
Q1 		$510K Sell
12,790
-267
-2% -$10.5K ﹤0.01% 1416
2022
Q4 		$496K Buy
13,057
+7,151
+121% +$271K ﹤0.01% 1375
2022
Q3 		$216K Sell
5,906
-9,224
-61% -$361K ﹤0.01% 1456
2022
Q2 		$589K Buy
15,130
+1,340
+10% +$54.2K 0.01% 1007
2022
Q1 		$593K Buy
13,790
+180
+1% +$7.84K 0.01% 1061
2021
Q4 		$619K Buy
13,610
+64
+0.5% +$2.9K 0.01% 1058
2021
Q3 		$606K Sell
13,546
-374
-3% -$17K 0.01% 1029
2021
Q2 		$627K Buy
13,920
+207
+2% +$9.22K 0.01% 991
2021
Q1 		$597K Buy
13,713
+2,053
+18% +$89.4K 0.01% 877
2020
Q4 		$504K Buy
+11,660
New +$491K 0.01% 955

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's AOM Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core Moderate Allocation ETF (AOM) stake by 8.3% in Q2 2026, buying an estimated $885K and bringing the position to 233,786 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #1060.

Cetera Investment Advisers first reported a position in AOM in Q4 2020 and has held it in 23 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Cetera Investment Advisers held 233,786 shares of iShares Core Moderate Allocation ETF worth $11.7M as of Q2 2026.
  • Cetera Investment Advisers bought 18,004 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $885K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1060 holding.
  • Cetera Investment Advisers first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 23 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.