Citadel Advisors’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
Q1 | $701K | Buy |
14,797
+6,973
| +89% | +$336K | ﹤0.01% | 8489 |
|
|
2025
Q4 | $373K | Buy |
+7,824
| New | +$374K | ﹤0.01% | 9682 |
|
|
2025
Q3 | – | Sell |
-4,851
| Closed | -$223K | – | 12696 |
|
|
2025
Q2 | $223K | Sell |
4,851
-1,627
| -25% | -$71.9K | ﹤0.01% | 10451 |
|
|
2025
Q1 | $284K | Buy |
+6,478
| New | +$285K | ﹤0.01% | 9723 |
|
|
2024
Q3 | – | Sell |
-20,550
| Closed | -$884K | – | 14178 |
|
|
2024
Q2 | $884K | Sell |
20,550
-1,623
| -7% | -$68.7K | ﹤0.01% | 6839 |
|
|
2024
Q1 | $949K | Buy |
+22,173
| New | +$926K | ﹤0.01% | 7023 |
|
|
2023
Q4 | – | Sell |
-10,193
| Closed | -$397K | – | 14220 |
|
|
2023
Q3 | $397K | Sell |
10,193
-28,017
| -73% | -$1.12M | ﹤0.01% | 8577 |
|
|
2023
Q2 | $1.54M | Buy |
38,210
+4,696
| +14% | +$187K | ﹤0.01% | 5633 |
|
|
2023
Q1 | $1.34M | Buy |
+33,514
| New | +$1.32M | ﹤0.01% | 6160 |
|
|
2022
Q4 | – | Sell |
-11,165
| Closed | -$409K | – | 14841 |
|
|
2022
Q3 | $409K | Sell |
11,165
-19,439
| -64% | -$761K | ﹤0.01% | 8908 |
|
|
2022
Q2 | $1.19M | Sell |
30,604
-4,389
| -13% | -$177K | ﹤0.01% | 6624 |
|
|
2022
Q1 | $1.5M | Buy |
34,993
+23,653
| +209% | +$1.03M | ﹤0.01% | 6721 |
|
|
2021
Q4 | $516K | Buy |
+11,340
| New | +$514K | ﹤0.01% | 9620 |
|
|
2021
Q3 | – | Sell |
-22,132
| Closed | -$997K | – | 13749 |
|
|
2021
Q2 | $997K | Sell |
22,132
-15,610
| -41% | -$696K | ﹤0.01% | 8380 |
|
|
2021
Q1 | $1.64M | Buy |
+37,742
| New | +$1.64M | ﹤0.01% | 6875 |
|
|
2020
Q4 | – | Sell |
-27,311
| Closed | -$1.12M | – | 10870 |
|
|
2020
Q3 | $1.12M | Buy |
27,311
+20,755
| +317% | +$851K | ﹤0.01% | 5835 |
|
|
2020
Q2 | $261K | Sell |
6,556
-324
| -5% | -$12.5K | ﹤0.01% | 8133 |
|
|
2020
Q1 | $253K | Buy |
+6,880
| New | +$269K | ﹤0.01% | 7615 |
|
|
2019
Q2 | – | Sell |
-31,075
| Closed | -$1.18M | – | 9120 |
|
|
2019
Q1 | $1.18M | Sell |
31,075
-30,544
| -50% | -$1.13M | ﹤0.01% | 5290 |
|
|
2018
Q4 | $2.2M | Buy |
61,619
+19,653
| +47% | +$717K | ﹤0.01% | 4000 |
|
|
2018
Q3 | $1.59M | Buy |
+41,966
| New | +$1.58M | ﹤0.01% | 4773 |
|
|
2018
Q2 | – | Sell |
-6,196
| Closed | -$234K | – | 8774 |
|
|
2018
Q1 | $234K | Sell |
6,196
-9,519
| -61% | -$363K | ﹤0.01% | 7101 |
|
|
2017
Q4 | $598K | Buy |
+15,715
| New | +$601K | ﹤0.01% | 5383 |
|
|
2017
Q2 | – | Sell |
-38,630
| Closed | -$1.4M | – | 7431 |
|
|
2017
Q1 | $1.4M | Buy |
38,630
+29,339
| +316% | +$1.05M | ﹤0.01% | 3514 |
|
|
2016
Q4 | $327K | Buy |
+9,291
| New | +$329K | ﹤0.01% | 5556 |
|
|
2016
Q2 | – | Sell |
-31,790
| Closed | -$1.11M | – | 6782 |
|
|
2016
Q1 | $1.11M | Buy |
+31,790
| New | +$1.07M | ﹤0.01% | 3363 |
|
|
2015
Q4 | – | Sell |
-9,306
| Closed | -$315K | – | 8692 |
|
|
2015
Q3 | $315K | Buy |
+9,306
| New | +$321K | ﹤0.01% | 5486 |
|
Other funds holding AOM
FIA
WFS
AA
Citadel Advisors's AOM Position: Q1 2026 in Review
Citadel Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 89% in Q1 2026, buying an estimated $336K and bringing the position to 14,797 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #8489.
Citadel Advisors first reported a position in AOM in Q3 2015 and has held it in 27 quarters since. The position peaked at $2.2M in Q4 2018. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Citadel Advisors held 14,797 shares of iShares Core Moderate Allocation ETF worth $701K as of Q1 2026.
- Citadel Advisors bought 6,973 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $336K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #8489 holding.
- Citadel Advisors first reported a position in iShares Core Moderate Allocation ETF in Q3 2015 and has held it in 27 quarters since.
- Citadel Advisors's iShares Core Moderate Allocation ETF position peaked at $2.2M in Q4 2018.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.