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
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: Q1 2026 in Review
Creative Financial Designs reduced its iShares Core Moderate Allocation ETF (AOM) stake by 29% in Q1 2026, selling an estimated $1.01K and leaving 52 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.
Creative Financial Designs first reported a position in AOM in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.04M in Q1 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Creative Financial Designs held 52 shares of iShares Core Moderate Allocation ETF worth $2.45K as of Q1 2026.
- Creative Financial Designs sold 21 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $1.01K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1744 holding.
- Creative Financial Designs first reported a position in iShares Core Moderate Allocation ETF in Q1 2017 and has held it in 37 quarters since.
- Creative Financial Designs's iShares Core Moderate Allocation ETF position peaked at $3.04M in Q1 2021.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.