HighTower 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 | $862K | Sell |
18,201
-1,409
| -7% | -$68K | ﹤0.01% | 2292 |
|
|
2025
Q4 | $936K | Buy |
19,610
+677
| +4% | +$32.4K | ﹤0.01% | 2175 |
|
|
2025
Q3 | $901K | Sell |
18,933
-458
| -2% | -$21.3K | ﹤0.01% | 2178 |
|
|
2025
Q2 | $893K | Sell |
19,391
-162
| -0.8% | -$7.16K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $858K | Buy |
19,553
+983
| +5% | +$43.3K | ﹤0.01% | 2061 |
|
|
2024
Q4 | $807K | Sell |
18,570
-1,671
| -8% | -$74.1K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $911K | Sell |
20,241
-3,467
| -15% | -$152K | ﹤0.01% | 1974 |
|
|
2024
Q2 | $1.02M | Buy |
23,708
+9,340
| +65% | +$396K | ﹤0.01% | 1851 |
|
|
2024
Q1 | $619K | Buy |
14,368
+1,519
| +12% | +$63.5K | ﹤0.01% | 2122 |
|
|
2023
Q4 | $531K | Buy |
12,849
+1,887
| +17% | +$74.8K | ﹤0.01% | 2275 |
|
|
2023
Q3 | $429K | Buy |
10,962
+5,925
| +118% | +$237K | ﹤0.01% | 2329 |
|
|
2023
Q2 | $205K | Buy |
+5,037
| New | +$201K | ﹤0.01% | 2846 |
|
|
2022
Q3 | – | Sell |
-5,935
| Closed | -$233K | – | 3158 |
|
|
2022
Q2 | $233K | Sell |
5,935
-1,422
| -19% | -$57.5K | ﹤0.01% | 2524 |
|
|
2022
Q1 | $317K | Buy |
+7,357
| New | +$320K | ﹤0.01% | 2486 |
|
|
2021
Q2 | – | Sell |
-14,995
| Closed | -$652K | – | 3151 |
|
|
2021
Q1 | $652K | Buy |
14,995
+8,283
| +123% | +$361K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $291K | Buy |
6,712
+297
| +5% | +$12.5K | ﹤0.01% | 1954 |
|
|
2020
Q3 | $264K | Buy |
6,415
+11
| +0.2% | +$451 | ﹤0.01% | 1901 |
|
|
2020
Q2 | $256K | Sell |
6,404
-35
| -0.5% | -$1.35K | ﹤0.01% | 1833 |
|
|
2020
Q1 | $236K | Sell |
6,439
-1,196
| -16% | -$46.8K | ﹤0.01% | 1702 |
|
|
2019
Q4 | $307K | Sell |
7,635
-5
| -0.1% | -$198 | ﹤0.01% | 1706 |
|
|
2019
Q3 | $302K | Buy |
7,640
+22
| +0.3% | +$857 | ﹤0.01% | 1785 |
|
|
2019
Q2 | $300K | Buy |
7,618
+448
| +6% | +$17.1K | ﹤0.01% | 1801 |
|
|
2019
Q1 | $276K | Buy |
7,170
+63
| +0.9% | +$2.34K | ﹤0.01% | 1754 |
|
|
2018
Q4 | $253K | Sell |
7,107
-139
| -2% | -$5.07K | ﹤0.01% | 1696 |
|
|
2018
Q3 | $277K | Buy |
7,246
+85
| +1% | +$3.21K | ﹤0.01% | 1759 |
|
|
2018
Q2 | $269K | Buy |
7,161
+59
| +0.8% | +$2.22K | ﹤0.01% | 1751 |
|
|
2018
Q1 | $272K | Buy |
7,102
+264
| +4% | +$10.1K | ﹤0.01% | 1722 |
|
|
2017
Q4 | $262K | Buy |
6,838
+306
| +5% | +$11.7K | ﹤0.01% | 1767 |
|
|
2017
Q3 | $249K | Sell |
6,532
-1,698
| -21% | -$63.8K | ﹤0.01% | 1781 |
|
|
2017
Q2 | $308K | Buy |
8,230
+2,054
| +33% | +$75.8K | ﹤0.01% | 1607 |
|
|
2017
Q1 | $224K | Sell |
6,176
-530
| -8% | -$19K | ﹤0.01% | 1709 |
|
|
2016
Q4 | $234K | Buy |
6,706
+265
| +4% | +$9.37K | ﹤0.01% | 1600 |
|
|
2016
Q3 | $231K | Buy |
+6,441
| New | +$231K | ﹤0.01% | 1571 |
|
|
2016
Q1 | – | Sell |
-12,301
| Closed | -$419K | – | 2066 |
|
|
2015
Q4 | $419K | Buy |
+12,301
| New | +$424K | 0.01% | 1411 |
|
Other funds holding AOM
FIA
WFS
AA
HighTower Advisors's AOM Position: Q1 2026 in Review
HighTower Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 7.2% in Q1 2026, selling an estimated $68K and leaving 18,201 shares worth $862K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.
HighTower Advisors first reported a position in AOM in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.02M in Q2 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- HighTower Advisors held 18,201 shares of iShares Core Moderate Allocation ETF worth $862K as of Q1 2026.
- HighTower Advisors sold 1,409 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $68K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2292 holding.
- HighTower Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2015 and has held it in 34 quarters since.
- HighTower Advisors's iShares Core Moderate Allocation ETF position peaked at $1.02M in Q2 2024.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.