Kestra Advisory Services’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Kestra Advisory Services’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.88M	Buy	60,768 +9,104	+18%	+$439K	0.01%	1090
2025 Q4	$2.47M	Buy	51,664 +5,297	+11%	+$253K	0.01%	1099
2025 Q3	$2.21M	Buy	46,367 +3,161	+7%	+$147K	0.01%	1093
2025 Q2	$1.99M	Buy	43,206 +3,445	+9%	+$152K	0.01%	1085
2025 Q1	$1.74M	Buy	39,761 +1,533	+4%	+$67.5K	0.01%	1052
2024 Q4	$1.66M	Buy	38,228 +32	+0.1%	+$1.42K	0.01%	1104
2024 Q3	$1.72M	Sell	38,196 -4,524	-11%	-$198K	0.01%	1027
2024 Q2	$1.68M	Buy	42,720 +4,383	+11%	+$186K	0.01%	1050
2024 Q1	$1.64M	Sell	38,337 -1,574	-4%	-$65.8K	0.01%	976
2023 Q4	$1.66M	Sell	39,911 -4,782	-11%	-$190K	0.01%	882
2023 Q3	$1.74M	Buy	44,693 +5,312	+13%	+$212K	0.02%	740
2023 Q2	$1.59M	Sell	39,381 -1,049	-3%	-$41.9K	0.02%	770
2023 Q1	$1.61M	Sell	40,430 -211	-0.5%	-$8.29K	0.02%	731
2022 Q4	$1.54M	Sell	40,641 -8,440	-17%	-$320K	0.01%	860
2022 Q3	$1.8M	Sell	49,081 -2,279	-4%	-$89.3K	0.02%	714
2022 Q2	$2M	Buy	51,360 +1,111	+2%	+$44.9K	0.02%	677
2022 Q1	$2.16M	Buy	50,249 +380	+0.8%	+$16.6K	0.02%	649
2021 Q4	$2.27M	Buy	49,869 +2,404	+5%	+$109K	0.02%	642
2021 Q3	$2.12M	Buy	47,465 +896	+2%	+$40.6K	0.02%	680
2021 Q2	$2.1M	Buy	46,569 +946	+2%	+$42.2K	0.02%	634
2021 Q1	$1.99M	Sell	45,623 -19,661	-30%	-$856K	0.03%	601
2020 Q4	$2.82M	Buy	65,284 +18,671	+40%	+$786K	0.03%	482
2020 Q3	$1.91M	Buy	+46,613	New	+$1.91M	0.04%	442

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kestra Advisory Services's AOM Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 18% in Q1 2026, buying an estimated $439K and bringing the position to 60,768 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1090.

Kestra Advisory Services first reported a position in AOM in Q3 2020 and has held it in 23 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Kestra Advisory Services held 60,768 shares of iShares Core Moderate Allocation ETF worth $2.88M as of Q1 2026.
Kestra Advisory Services bought 9,104 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $439K.
iShares Core Moderate Allocation ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1090 holding.
Kestra Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 23 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.