LPL Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History

LPL Financial’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	$59.6M	Sell	1,257,761 -14,962	-1%	-$722K	0.02%	832
2025 Q4	$60.7M	Buy	1,272,723 +186,024	+17%	+$8.89M	0.02%	784
2025 Q3	$51.7M	Buy	1,086,699 +96,059	+10%	+$4.46M	0.02%	834
2025 Q2	$45.6M	Sell	990,640 -4,818	-0.5%	-$213K	0.02%	807
2025 Q1	$43.7M	Buy	995,458 +45,477	+5%	+$2M	0.02%	743
2024 Q4	$41.3M	Buy	949,981 +11,282	+1%	+$500K	0.02%	748
2024 Q3	$42.3M	Buy	938,699 +37,484	+4%	+$1.64M	0.02%	689
2024 Q2	$38.8M	Sell	901,215 -28,241	-3%	-$1.2M	0.02%	664
2024 Q1	$39.8M	Sell	929,456 -7,917	-0.8%	-$331K	0.02%	630
2023 Q4	$38.9M	Buy	937,373 +36,435	+4%	+$1.44M	0.02%	584
2023 Q3	$35.1M	Buy	900,938 +147,776	+20%	+$5.91M	0.02%	579
2023 Q2	$30.4M	Sell	753,162 -12,326	-2%	-$492K	0.02%	618
2023 Q1	$30.5M	Sell	765,488 -33,572	-4%	-$1.32M	0.02%	580
2022 Q4	$30.4M	Sell	799,060 -29,801	-4%	-$1.13M	0.03%	532
2022 Q3	$30.3M	Sell	828,861 -30,115	-4%	-$1.18M	0.03%	486
2022 Q2	$33.5M	Sell	858,976 -63,077	-7%	-$2.55M	0.03%	451
2022 Q1	$39.6M	Buy	922,053 +3,897	+0.4%	+$170K	0.03%	421
2021 Q4	$41.7M	Buy	918,156 +37,323	+4%	+$1.69M	0.04%	403
2021 Q3	$39.4M	Buy	880,833 +61,641	+8%	+$2.8M	0.04%	396
2021 Q2	$36.9M	Buy	819,192 +72,133	+10%	+$3.21M	0.04%	394
2021 Q1	$32.5M	Buy	747,059 +90,494	+14%	+$3.94M	0.04%	387
2020 Q4	$28.4M	Buy	656,565 +62,189	+10%	+$2.62M	0.04%	368
2020 Q3	$24.4M	Buy	594,376 +24,047	+4%	+$986K	0.04%	361
2020 Q2	$22.7M	Buy	570,329 +40,010	+8%	+$1.54M	0.04%	340
2020 Q1	$19.5M	Buy	530,319 +86,271	+19%	+$3.38M	0.04%	323
2019 Q4	$17.8M	Buy	444,048 +34,193	+8%	+$1.35M	0.03%	393
2019 Q3	$16.1M	Buy	409,855 +20,120	+5%	+$784K	0.03%	382
2019 Q2	$15.2M	Buy	389,735 +8,235	+2%	+$315K	0.03%	395
2019 Q1	$14.5M	Sell	381,500 -5,468	-1%	-$203K	0.03%	388
2018 Q4	$13.8M	Buy	386,968 +23,443	+6%	+$855K	0.04%	360
2018 Q3	$13.8M	Buy	363,525 +20,902	+6%	+$789K	0.03%	392
2018 Q2	$12.9M	Buy	342,623 +4,458	+1%	+$168K	0.03%	390
2018 Q1	$12.8M	Buy	338,165 +10,272	+3%	+$391K	0.04%	382
2017 Q4	$12.5M	Buy	327,893 +14,634	+5%	+$560K	0.04%	362
2017 Q3	$11.9M	Buy	313,259 +10,474	+3%	+$393K	0.04%	336
2017 Q2	$11.3M	Sell	302,785 -16,405	-5%	-$606K	0.04%	335
2017 Q1	$11.6M	Buy	319,190 +24,855	+8%	+$892K	0.08%	213
2016 Q4	$10.4M	Buy	294,335 +49,129	+20%	+$1.74M	0.08%	210
2016 Q3	$8.78M	Buy	245,206 +32,585	+15%	+$1.17M	0.08%	218
2016 Q2	$7.48M	Sell	212,621 -297,879	-58%	-$10.4M	0.06%	256
2016 Q1	$17.6M	Sell	510,500 -35,706	-7%	-$1.2M	0.05%	297
2015 Q4	$18.5M	Buy	546,206 +251,550	+85%	+$8.68M	0.05%	293
2015 Q3	$10.1M	Buy	294,656 +22,573	+8%	+$779K	0.06%	288
2015 Q2	$9.51M	Buy	272,083 +57,917	+27%	+$2.07M	0.05%	328
2015 Q1	$7.65M	Buy	214,166 +46,747	+28%	+$1.65M	0.04%	371
2014 Q4	$5.89M	Buy	167,419 +27,773	+20%	+$974K	0.03%	427
2014 Q3	$4.85M	Buy	139,646 +8,243	+6%	+$291K	0.03%	475
2014 Q2	$4.69M	Buy	131,403 +700	+0.5%	+$24.6K	0.03%	495
2014 Q1	$4.55M	Buy	130,703 +25,163	+24%	+$865K	0.03%	474
2013 Q4	$3.62M	Buy	105,540 +584	+0.6%	+$19.8K	0.02%	553
2013 Q3	$3.52M	Sell	104,956 -11,533	-10%	-$380K	0.02%	529
2013 Q2	$3.77M	Buy	+116,489	New	+$3.84M	0.03%	468