Parallel 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 | $115K | Sell |
2,430
-1,124
| -32% | -$54.2K | ﹤0.01% | 1501 |
|
|
2025
Q4 | $170K | Buy |
3,554
+2,000
| +129% | +$95.6K | ﹤0.01% | 1171 |
|
|
2025
Q3 | $73.9K | Hold |
1,554
| – | – | ﹤0.01% | 1574 |
|
|
2025
Q2 | $71.6K | Sell |
1,554
-97
| -6% | -$4.29K | ﹤0.01% | 1536 |
|
|
2025
Q1 | $72.5K | Hold |
1,651
| – | – | ﹤0.01% | 1433 |
|
|
2024
Q4 | $71.7K | Sell |
1,651
-78
| -5% | -$3.46K | ﹤0.01% | 1436 |
|
|
2024
Q3 | $78K | Sell |
1,729
-650
| -27% | -$28.5K | ﹤0.01% | 1384 |
|
|
2024
Q2 | $102K | Sell |
2,379
-5,107
| -68% | -$216K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $320K | Buy |
7,486
+600
| +9% | +$25.1K | 0.01% | 682 |
|
|
2023
Q4 | $286K | Buy |
6,886
+2,102
| +44% | +$83.3K | 0.01% | 666 |
|
|
2023
Q3 | $186K | Hold |
4,784
| – | – | 0.01% | 809 |
|
|
2023
Q2 | $193K | Buy |
4,784
+852
| +22% | +$34K | 0.01% | 789 |
|
|
2023
Q1 | $157K | Hold |
3,932
| – | – | 0.01% | 870 |
|
|
2022
Q4 | $149K | Hold |
3,932
| – | – | 0.01% | 828 |
|
|
2022
Q3 | $144K | Buy |
3,932
+2,720
| +224% | +$107K | 0.01% | 796 |
|
|
2022
Q2 | $47K | Hold |
1,212
| – | – | ﹤0.01% | 1283 |
|
|
2022
Q1 | $52K | Hold |
1,212
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q4 | $55K | Sell |
1,212
-240
| -17% | -$10.9K | ﹤0.01% | 1262 |
|
|
2021
Q3 | $65K | Hold |
1,452
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q2 | $65K | Hold |
1,452
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q1 | $63K | Sell |
1,452
-366
| -20% | -$15.9K | ﹤0.01% | 1074 |
|
|
2020
Q4 | $79K | Hold |
1,818
| – | – | ﹤0.01% | 901 |
|
|
2020
Q3 | $75K | Hold |
1,818
| – | – | ﹤0.01% | 889 |
|
|
2020
Q2 | $72K | Buy |
1,818
+1,570
| +633% | +$60.6K | ﹤0.01% | 895 |
|
|
2020
Q1 | $9K | Buy |
248
+15
| +6% | +$587 | ﹤0.01% | 1633 |
|
|
2019
Q4 | $9K | Hold |
233
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q3 | $9K | Hold |
233
| – | – | ﹤0.01% | 1703 |
|
|
2019
Q2 | $9K | Sell |
233
-812
| -78% | -$31.1K | ﹤0.01% | 1623 |
|
|
2019
Q1 | $40K | Hold |
1,045
| – | – | ﹤0.01% | 927 |
|
|
2018
Q4 | $37K | Sell |
1,045
-1,500
| -59% | -$54.7K | 0.01% | 859 |
|
|
2018
Q3 | $96K | Buy |
2,545
+262
| +11% | +$9.88K | 0.01% | 620 |
|
|
2018
Q2 | $85K | Buy |
2,283
+783
| +52% | +$29.5K | 0.01% | 580 |
|
|
2018
Q1 | $57K | Hold |
1,500
| – | – | 0.01% | 649 |
|
|
2017
Q4 | $57K | Sell |
1,500
-5
| -0.3% | -$191 | 0.01% | 658 |
|
|
2017
Q3 | $57K | Hold |
1,505
| – | – | 0.01% | 631 |
|
|
2017
Q2 | $56K | Sell |
1,505
-60
| -4% | -$2.21K | 0.01% | 652 |
|
|
2017
Q1 | $58K | Hold |
1,565
| – | – | 0.01% | 607 |
|
|
2016
Q4 | $55K | Buy |
+1,565
| New | +$55.3K | 0.01% | 552 |
|
Other funds holding AOM
FIA
WFS
AA
Parallel Advisors's AOM Position: Q1 2026 in Review
Parallel Advisors reduced its iShares Core Moderate Allocation ETF (AOM) stake by 32% in Q1 2026, selling an estimated $54.2K and leaving 2,430 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.
Parallel Advisors first reported a position in AOM in Q4 2016 and has held it in 38 quarters since. The position peaked at $320K in Q1 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Parallel Advisors held 2,430 shares of iShares Core Moderate Allocation ETF worth $115K as of Q1 2026.
- Parallel Advisors sold 1,124 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $54.2K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1501 holding.
- Parallel Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's iShares Core Moderate Allocation ETF position peaked at $320K in Q1 2024.
- 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.