Creative Financial Designs’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 | – | Sell |
-52
| Closed | -$2.45K | – | 2263 |
|
|
2026
Q1 | $2.45K | Sell |
52
-21
| -29% | -$1.01K | ﹤0.01% | 1744 |
|
|
2025
Q4 | $3.47K | Buy |
73
+2
| +3% | +$96 | ﹤0.01% | 1595 |
|
|
2025
Q3 | $3.4K | Sell |
71
-354
| -83% | -$16.5K | ﹤0.01% | 1611 |
|
|
2025
Q2 | $19.6K | Buy |
425
+355
| +507% | +$15.7K | ﹤0.01% | 1152 |
|
|
2025
Q1 | $3.09K | Hold |
70
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q4 | $3.06K | Sell |
70
-49
| -41% | -$2.17K | ﹤0.01% | 1520 |
|
|
2024
Q3 | $5.37K | Buy |
119
+1
| +0.8% | +$44 | ﹤0.01% | 1357 |
|
|
2024
Q2 | $5.08K | Sell |
118
-92
| -44% | -$3.9K | ﹤0.01% | 1312 |
|
|
2024
Q1 | $8.98K | Hold |
210
| – | – | ﹤0.01% | 1173 |
|
|
2023
Q4 | $8.71K | Buy |
210
+3
| +1% | +$119 | ﹤0.01% | 1128 |
|
|
2023
Q3 | $8.04K | Sell |
207
-167
| -45% | -$6.67K | ﹤0.01% | 1087 |
|
|
2023
Q2 | $15.1K | Sell |
374
-54
| -13% | -$2.16K | ﹤0.01% | 912 |
|
|
2023
Q1 | $17K | Buy |
428
+166
| +63% | +$6.52K | ﹤0.01% | 850 |
|
|
2022
Q4 | $9.94K | Sell |
262
-649
| -71% | -$24.6K | ﹤0.01% | 900 |
|
|
2022
Q3 | $33K | Buy |
911
+1
| +0.1% | +$39 | 0.01% | 624 |
|
|
2022
Q2 | $35K | Buy |
910
+1
| +0.1% | +$40 | 0.01% | 611 |
|
|
2022
Q1 | $39K | Sell |
909
-533
| -37% | -$23.2K | 0.01% | 608 |
|
|
2021
Q4 | $66K | Buy |
1,442
+140
| +11% | +$6.35K | 0.01% | 515 |
|
|
2021
Q3 | $58K | Sell |
1,302
-90
| -6% | -$4.08K | 0.01% | 571 |
|
|
2021
Q2 | $63K | Sell |
1,392
-68,302
| -98% | -$3.04M | 0.01% | 542 |
|
|
2021
Q1 | $3.04M | Buy |
69,694
+68,524
| +5,857% | +$2.98M | 0.59% | 34 |
|
|
2020
Q4 | $51K | Buy |
1,170
+6
| +0.5% | +$253 | 0.01% | 506 |
|
|
2020
Q3 | $48K | Sell |
1,164
-2,380
| -67% | -$97.6K | 0.01% | 469 |
|
|
2020
Q2 | $141K | Buy |
3,544
+3,361
| +1,837% | +$130K | 0.04% | 237 |
|
|
2020
Q1 | $7K | Hold |
183
| – | – | ﹤0.01% | 372 |
|
|
2019
Q4 | $7K | Sell |
183
-406
| -69% | -$16.1K | ﹤0.01% | 431 |
|
|
2019
Q3 | $23K | Buy |
589
+406
| +222% | +$15.8K | 0.01% | 316 |
|
|
2019
Q2 | $7K | Hold |
183
| – | – | ﹤0.01% | 427 |
|
|
2019
Q1 | $7K | Sell |
183
-2,075
| -92% | -$77K | ﹤0.01% | 415 |
|
|
2018
Q4 | $81K | Sell |
2,258
-3,505
| -61% | -$128K | 0.06% | 154 |
|
|
2018
Q3 | $218K | Hold |
5,763
| – | – | 0.13% | 118 |
|
|
2018
Q2 | $216K | Buy |
5,763
+530
| +10% | +$19.9K | 0.13% | 117 |
|
|
2018
Q1 | $198K | Buy |
5,233
+672
| +15% | +$25.6K | 0.13% | 114 |
|
|
2017
Q4 | $173K | Buy |
4,561
+250
| +6% | +$9.57K | 0.12% | 122 |
|
|
2017
Q3 | $164K | Hold |
4,311
| – | – | 0.09% | 149 |
|
|
2017
Q2 | $161K | Buy |
4,311
+2,401
| +126% | +$88.7K | 0.1% | 148 |
|
|
2017
Q1 | $69K | Buy |
+1,910
| New | +$68.6K | 0.05% | 205 |
|
Other funds holding AOM
FIA
WFS
AA
Creative Financial Designs's AOM Position: Q2 2026 in Review
Creative Financial Designs sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 52 shares — an estimated $2.45K sold.
Creative Financial Designs first reported a position in AOM in Q1 2017 and held it in 37 quarters. The position peaked at $3.04M in Q1 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Creative Financial Designs reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
- Creative Financial Designs sold 52 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.45K.
- Creative Financial Designs first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and held it in 37 quarters.
- Creative Financial Designs's iShares Core Moderate Allocation ETF position peaked at $3.04M in Q1 2021.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.