Janney Montgomery Scott’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 | $213K | Sell |
4,497
-13,760
| -75% | -$664K | ﹤0.01% | 2598 |
|
|
2025
Q4 | $871K | Buy |
18,257
+13,762
| +306% | +$658K | ﹤0.01% | 1822 |
|
|
2025
Q3 | $214K | Buy |
4,495
+1
| +0% | +$46 | ﹤0.01% | 2699 |
|
|
2025
Q2 | $207K | Sell |
4,494
-8,307
| -65% | -$367K | ﹤0.01% | 2552 |
|
|
2025
Q1 | $562K | Sell |
12,801
-101,658
| -89% | -$4.47M | ﹤0.01% | 1911 |
|
|
2024
Q4 | $4.97M | Buy |
+114,459
| New | +$5.08M | 0.01% | 782 |
|
|
2024
Q3 | – | Sell |
-11,419
| Closed | -$491K | – | 2656 |
|
|
2024
Q2 | $491K | Buy |
+11,419
| New | +$484K | ﹤0.01% | 1903 |
|
|
2024
Q1 | – | Sell |
-85,607
| Closed | -$3.55M | – | 2721 |
|
|
2023
Q4 | $3.55M | Buy |
85,607
+78,307
| +1,073% | +$3.1M | 0.01% | 860 |
|
|
2023
Q3 | $284K | Buy |
+7,300
| New | +$292K | ﹤0.01% | 2158 |
|
|
2023
Q1 | – | Sell |
-116,549
| Closed | -$4.43M | – | 2501 |
|
|
2022
Q4 | $4.43M | Buy |
116,549
+94,757
| +435% | +$3.59M | 0.02% | 719 |
|
|
2022
Q3 | $798K | Sell |
21,792
-63,830
| -75% | -$2.5M | ﹤0.01% | 1424 |
|
|
2022
Q2 | $3.34M | Buy |
85,622
+80,617
| +1,611% | +$3.26M | 0.02% | 716 |
|
|
2022
Q1 | $215K | Sell |
5,005
-77,125
| -94% | -$3.36M | ﹤0.01% | 2046 |
|
|
2021
Q4 | $3.73M | Buy |
82,130
+24,911
| +44% | +$1.13M | 0.01% | 723 |
|
|
2021
Q3 | $2.56M | Buy |
+57,219
| New | +$2.59M | 0.01% | 837 |
|
|
2021
Q1 | – | Sell |
-12,736
| Closed | -$550K | – | 2199 |
|
|
2020
Q4 | $550K | Buy |
+12,736
| New | +$536K | ﹤0.01% | 1512 |
|
|
2020
Q3 | – | Sell |
-5,937
| Closed | -$237K | – | 2062 |
|
|
2020
Q2 | $237K | Buy |
5,937
+100
| +2% | +$3.86K | ﹤0.01% | 1751 |
|
|
2020
Q1 | $214K | Hold |
5,837
| – | – | ﹤0.01% | 1651 |
|
|
2019
Q4 | $234K | Buy |
+5,837
| New | +$231K | ﹤0.01% | 1839 |
|
|
2019
Q3 | – | Sell |
-6,314
| Closed | -$246K | – | 2039 |
|
|
2019
Q2 | $246K | Buy |
6,314
+461
| +8% | +$17.6K | ﹤0.01% | 1786 |
|
|
2019
Q1 | $223K | Sell |
5,853
-185
| -3% | -$6.86K | ﹤0.01% | 1806 |
|
|
2018
Q4 | $215K | Sell |
6,038
-656
| -10% | -$23.9K | ﹤0.01% | 1732 |
|
|
2018
Q3 | $254K | Sell |
6,694
-274
| -4% | -$10.3K | ﹤0.01% | 1806 |
|
|
2018
Q2 | $262K | Hold |
6,968
| – | – | ﹤0.01% | 1716 |
|
|
2018
Q1 | $263K | Sell |
6,968
-31
| -0.4% | -$1.18K | ﹤0.01% | 1672 |
|
|
2017
Q4 | $266K | Hold |
6,999
| – | – | ﹤0.01% | 1648 |
|
|
2017
Q3 | $266K | Hold |
6,999
| – | – | ﹤0.01% | 1562 |
|
|
2017
Q2 | $261K | Sell |
6,999
-200
| -3% | -$7.38K | ﹤0.01% | 1505 |
|
|
2017
Q1 | $262K | Sell |
7,199
-165
| -2% | -$5.92K | ﹤0.01% | 1478 |
|
|
2016
Q4 | $259K | Buy |
7,364
+500
| +7% | +$17.7K | ﹤0.01% | 1417 |
|
|
2016
Q3 | $248K | Sell |
6,864
-6,864
| -50% | -$246K | ﹤0.01% | 1282 |
|
|
2016
Q2 | $484K | Buy |
13,728
+6,498
| +90% | +$227K | 0.01% | 536 |
|
|
2016
Q1 | $252K | Hold |
7,230
| – | – | 0.01% | 1037 |
|
|
2015
Q4 | $246K | Sell |
7,230
-69
| -0.9% | -$2.38K | 0.01% | 1130 |
|
|
2015
Q3 | $247K | Sell |
7,299
-231
| -3% | -$7.97K | 0.01% | 1143 |
|
|
2015
Q2 | $265K | Sell |
7,530
-2,255
| -23% | -$80.6K | 0.01% | 1582 |
|
|
2015
Q1 | $349K | Sell |
9,785
-514
| -5% | -$18.2K | 0.01% | 1641 |
|
|
2014
Q4 | $362K | Sell |
10,299
-9,500
| -48% | -$333K | 0.01% | 1552 |
|
|
2014
Q3 | $691K | Buy |
+19,799
| New | +$700K | 0.01% | 1052 |
|
|
2014
Q1 | – | Sell |
-24,860
| Closed | -$853K | – | 2036 |
|
|
2013
Q4 | $853K | Buy |
+24,860
| New | +$843K | 0.02% | 796 |
|
Other funds holding AOM
FIA
WFS
AA
Janney Montgomery Scott's AOM Position: Q1 2026 in Review
Janney Montgomery Scott reduced its iShares Core Moderate Allocation ETF (AOM) stake by 75% in Q1 2026, selling an estimated $664K and leaving 4,497 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #2598.
Janney Montgomery Scott first reported a position in AOM in Q4 2013 and has held it in 40 quarters since. The position peaked at $4.97M in Q4 2024. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Janney Montgomery Scott held 4,497 shares of iShares Core Moderate Allocation ETF worth $213K as of Q1 2026.
- Janney Montgomery Scott sold 13,760 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $664K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2598 holding.
- Janney Montgomery Scott first reported a position in iShares Core Moderate Allocation ETF in Q4 2013 and has held it in 40 quarters since.
- Janney Montgomery Scott's iShares Core Moderate Allocation ETF position peaked at $4.97M in Q4 2024.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.