JFS Wealth 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
Q2 | $157K | Sell |
3,147
-818
| -21% | -$40.2K | 0.01% | 370 |
|
|
2026
Q1 | $188K | Sell |
3,965
-295
| -7% | -$14.2K | 0.01% | 335 |
|
|
2025
Q4 | $203K | Sell |
4,260
-518
| -11% | -$24.8K | 0.01% | 321 |
|
|
2025
Q3 | $227K | Sell |
4,778
-69
| -1% | -$3.21K | 0.01% | 310 |
|
|
2025
Q2 | $223K | Sell |
4,847
-172
| -3% | -$7.6K | 0.01% | 287 |
|
|
2025
Q1 | $220K | Hold |
5,019
| – | – | 0.01% | 292 |
|
|
2024
Q4 | $218K | Buy |
5,019
+89
| +2% | +$3.95K | 0.01% | 279 |
|
|
2024
Q3 | $222K | Buy |
4,930
+38
| +0.8% | +$1.67K | 0.01% | 276 |
|
|
2024
Q2 | $210K | Sell |
4,892
-793
| -14% | -$33.6K | 0.02% | 238 |
|
|
2024
Q1 | $243K | Sell |
5,685
-791
| -12% | -$33K | 0.02% | 226 |
|
|
2023
Q4 | $269K | Buy |
6,476
+34
| +0.5% | +$1.35K | 0.02% | 202 |
|
|
2023
Q3 | $251K | Sell |
6,442
-123
| -2% | -$4.92K | 0.02% | 197 |
|
|
2023
Q2 | $265K | Buy |
6,565
+117
| +2% | +$4.67K | 0.02% | 190 |
|
|
2023
Q1 | $257K | Buy |
6,448
+1,275
| +25% | +$50.1K | 0.02% | 187 |
|
|
2022
Q4 | $197K | Buy |
5,173
+120
| +2% | +$4.55K | 0.02% | 216 |
|
|
2022
Q3 | $185K | Hold |
5,053
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $197K | Hold |
5,053
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $217K | Buy |
5,053
+3,934
| +352% | +$171K | 0.02% | 218 |
|
|
2021
Q4 | $51K | Hold |
1,119
| – | – | ﹤0.01% | 414 |
|
|
2021
Q3 | $50K | Hold |
1,119
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $50K | Sell |
1,119
-113
| -9% | -$5.04K | 0.01% | 269 |
|
|
2021
Q1 | $54K | Hold |
1,232
| – | – | 0.01% | 241 |
|
|
2020
Q4 | $53K | Hold |
1,232
| – | – | 0.01% | 241 |
|
|
2020
Q3 | $51K | Hold |
1,232
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $49K | Hold |
1,232
| – | – | 0.01% | 232 |
|
|
2020
Q1 | $45K | Hold |
1,232
| – | – | 0.01% | 223 |
|
|
2019
Q4 | $49K | Hold |
1,232
| – | – | 0.01% | 242 |
|
|
2019
Q3 | $48K | Hold |
1,232
| – | – | 0.01% | 237 |
|
|
2019
Q2 | $48K | Buy |
1,232
+520
| +73% | +$19.9K | 0.01% | 241 |
|
|
2019
Q1 | $27K | Buy |
712
+30
| +4% | +$1.11K | 0.01% | 266 |
|
|
2018
Q4 | $24K | Sell |
682
-54
| -7% | -$1.97K | 0.01% | 275 |
|
|
2018
Q3 | $28K | Sell |
736
-2,517
| -77% | -$95K | 0.01% | 286 |
|
|
2018
Q2 | $122K | Buy |
3,253
+2,517
| +342% | +$94.7K | 0.03% | 177 |
|
|
2018
Q1 | $28K | Sell |
736
-736
| -50% | -$28K | 0.01% | 285 |
|
|
2017
Q4 | $56K | Buy |
1,472
+739
| +101% | +$28.3K | 0.01% | 245 |
|
|
2017
Q3 | $28K | Buy |
733
+5
| +0.7% | +$188 | 0.01% | 286 |
|
|
2017
Q2 | $27K | Buy |
+728
| New | +$26.9K | 0.01% | 271 |
|
Other funds holding AOM
FIA
WFS
AA
JFS Wealth Advisors's AOM Position: Q2 2026 in Review
JFS Wealth Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 21% in Q2 2026, selling an estimated $40.2K and leaving 3,147 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #370.
JFS Wealth Advisors first reported a position in AOM in Q2 2017 and has held it in 37 quarters since. The position peaked at $269K in Q4 2023. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- JFS Wealth Advisors held 3,147 shares of iShares Core Moderate Allocation ETF worth $157K as of Q2 2026.
- JFS Wealth Advisors sold 818 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $40.2K.
- iShares Core Moderate Allocation ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #370 holding.
- JFS Wealth Advisors first reported a position in iShares Core Moderate Allocation ETF in Q2 2017 and has held it in 37 quarters since.
- JFS Wealth Advisors's iShares Core Moderate Allocation ETF position peaked at $269K in Q4 2023.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.