Mutual 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
Q1 | $3.14M | Sell |
66,229
-1,368
| -2% | -$66K | 0.07% | 274 |
|
|
2025
Q4 | $3.23M | Sell |
67,597
-652
| -1% | -$31.2K | 0.07% | 267 |
|
|
2025
Q3 | $3.26M | Sell |
68,249
-1,053
| -2% | -$48.9K | 0.07% | 256 |
|
|
2025
Q2 | $3.2M | Buy |
69,302
+197
| +0.3% | +$8.7K | 0.08% | 234 |
|
|
2025
Q1 | $3.02M | Sell |
69,105
-1,470
| -2% | -$64.7K | 0.09% | 217 |
|
|
2024
Q4 | $3.07M | Sell |
70,575
-501
| -0.7% | -$22.2K | 0.09% | 204 |
|
|
2024
Q3 | $3.14M | Buy |
71,076
+2,426
| +4% | +$106K | 0.09% | 199 |
|
|
2024
Q2 | $2.97M | Sell |
68,650
-472
| -0.7% | -$20K | 0.09% | 204 |
|
|
2024
Q1 | $2.96M | Buy |
69,122
+691
| +1% | +$28.9K | 0.09% | 203 |
|
|
2023
Q4 | $2.84M | Buy |
68,431
+2,577
| +4% | +$102K | 0.1% | 203 |
|
|
2023
Q3 | $2.56M | Buy |
65,854
+2,426
| +4% | +$97K | 0.1% | 195 |
|
|
2023
Q2 | $2.56M | Sell |
63,428
-13,269
| -17% | -$530K | 0.1% | 204 |
|
|
2023
Q1 | $3.06M | Buy |
76,697
+8,593
| +13% | +$338K | 0.13% | 168 |
|
|
2022
Q4 | $2.59M | Buy |
68,104
+7,228
| +12% | +$274K | 0.12% | 186 |
|
|
2022
Q3 | $2.23M | Buy |
60,876
+2,830
| +5% | +$111K | 0.11% | 176 |
|
|
2022
Q2 | $2.26M | Buy |
58,046
+3,804
| +7% | +$154K | 0.15% | 162 |
|
|
2022
Q1 | $2.33M | Buy |
54,242
+6,941
| +15% | +$302K | 0.13% | 183 |
|
|
2021
Q4 | $2.15M | Buy |
47,301
+6,313
| +15% | +$286K | 0.11% | 216 |
|
|
2021
Q3 | $1.83M | Buy |
40,988
+10,289
| +34% | +$467K | 0.11% | 232 |
|
|
2021
Q2 | $1.38M | Buy |
30,699
+14,609
| +91% | +$651K | 0.08% | 290 |
|
|
2021
Q1 | $701K | Buy |
16,090
+3,043
| +23% | +$132K | 0.05% | 407 |
|
|
2020
Q4 | $564K | Buy |
13,047
+8
| +0.1% | +$337 | 0.04% | 436 |
|
|
2020
Q3 | $535K | Buy |
13,039
+3,018
| +30% | +$124K | 0.05% | 411 |
|
|
2020
Q2 | $400K | Sell |
10,021
-510
| -5% | -$19.7K | 0.04% | 439 |
|
|
2020
Q1 | $387K | Sell |
10,531
-261
| -2% | -$10.2K | 0.05% | 338 |
|
|
2019
Q4 | $433K | Buy |
10,792
+3,195
| +42% | +$127K | 0.05% | 380 |
|
|
2019
Q3 | $298K | Buy |
7,597
+7
| +0.1% | +$273 | 0.04% | 421 |
|
|
2019
Q2 | $296K | Sell |
7,590
-366
| -5% | -$14K | 0.04% | 445 |
|
|
2019
Q1 | $303K | Sell |
7,956
-282
| -3% | -$10.5K | 0.04% | 364 |
|
|
2018
Q4 | $294K | Sell |
8,238
-538
| -6% | -$19.6K | 0.06% | 332 |
|
|
2018
Q3 | $333K | Buy |
8,776
+8
| +0.1% | +$302 | 0.05% | 344 |
|
|
2018
Q2 | $329K | Buy |
8,768
+2
| +0% | +$75 | 0.08% | 312 |
|
|
2018
Q1 | $331K | Sell |
8,766
-415
| -5% | -$15.8K | 0.08% | 290 |
|
|
2017
Q4 | $349K | Buy |
+9,181
| New | +$351K | 0.13% | 200 |
|
Other funds holding AOM
FIA
WFS
AA
Mutual Advisors's AOM Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2% in Q1 2026, selling an estimated $66K and leaving 66,229 shares worth $3.14M. The position accounts for 0.07% of the portfolio, ranked #274.
Mutual Advisors first reported a position in AOM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.26M in Q3 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Mutual Advisors held 66,229 shares of iShares Core Moderate Allocation ETF worth $3.14M as of Q1 2026.
- Mutual Advisors sold 1,368 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $66K.
- iShares Core Moderate Allocation ETF made up 0.07% of Mutual Advisors's portfolio in Q1 2026, its #274 holding.
- Mutual Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Core Moderate Allocation ETF position peaked at $3.26M in Q3 2025.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.