Equitable Holdings’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
$519K Sell
10,404
-7,238
-41% -$356K ﹤0.01% 1297
2026
Q1
$839K Buy
17,642
+11,303
+178% +$545K 0.01% 1043
2025
Q4
$303K Sell
6,339
-718
-10% -$34.3K ﹤0.01% 1325
2025
Q3
$336K Hold
7,057
﹤0.01% 1211
2025
Q2
$325K Buy
7,057
+1,112
+19% +$49.1K ﹤0.01% 1166
2025
Q1
$261K Buy
+5,945
New +$262K ﹤0.01% 1152

Other funds holding AOM

Equitable Holdings's AOM Position: Q2 2026 in Review

Equitable Holdings reduced its iShares Core Moderate Allocation ETF (AOM) stake by 41% in Q2 2026, selling an estimated $356K and leaving 10,404 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Equitable Holdings first reported a position in AOM in Q1 2025 and has held it in 6 quarters since. The position peaked at $839K in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Equitable Holdings held 10,404 shares of iShares Core Moderate Allocation ETF worth $519K as of Q2 2026.
  • Equitable Holdings sold 7,238 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $356K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1297 holding.
  • Equitable Holdings first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's iShares Core Moderate Allocation ETF position peaked at $839K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.