Pineridge 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
2025
Q3
$45.6K Buy
959
+4
+0.4% +$186 0.01% 109
2025
Q2
$44K Buy
955
+2
+0.2% +$88 0.02% 112
2025
Q1
$41.8K Hold
953
0.02% 117
2024
Q4
$41.4K Sell
953
-51
-5% -$2.26K 0.02% 142
2024
Q3
$45.3K Buy
1,004
+1
+0.1% +$44 0.02% 145
2024
Q2
$43.1K Buy
1,003
+2
+0.2% +$85 0.01% 149
2024
Q1
$42.8K Sell
1,001
-752
-43% -$31.4K 0.02% 146
2023
Q4
$72.8K Buy
+1,753
New +$69.5K 0.02% 134

Other funds holding AOM

Pineridge Advisors's AOM Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.42% in Q3 2025, buying an estimated $186 and bringing the position to 959 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #109.

Pineridge Advisors first reported a position in AOM in Q4 2023 and has held it in 8 quarters since. The position peaked at $72.8K in Q4 2023. 263 funds tracked by Wall St. Rank hold AOM as of Q3 2025.

  • Pineridge Advisors held 959 shares of iShares Core Moderate Allocation ETF worth $45.6K as of Q3 2025.
  • Pineridge Advisors bought 4 iShares Core Moderate Allocation ETF shares in Q3 2025, an estimated $186.
  • iShares Core Moderate Allocation ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #109 holding.
  • Pineridge Advisors first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's iShares Core Moderate Allocation ETF position peaked at $72.8K in Q4 2023.
  • 263 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.