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 Q2	$3.26M	Buy	65,263 +4,495	+7%	+$221K	0.01%	1072
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 $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kestra Advisory Services's AOM Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Core Moderate Allocation ETF (AOM) stake by 7.4% in Q2 2026, buying an estimated $221K and bringing the position to 65,263 shares worth $3.26M. The position accounts for 0.01% of the portfolio, ranked #1072.

Kestra Advisory Services first reported a position in AOM in Q3 2020 and has held it in 24 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Kestra Advisory Services held 65,263 shares of iShares Core Moderate Allocation ETF worth $3.26M as of Q2 2026.
Kestra Advisory Services bought 4,495 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $221K.
iShares Core Moderate Allocation ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1072 holding.
Kestra Advisory Services first reported a position in iShares Core Moderate Allocation ETF in Q3 2020 and has held it in 24 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.