Private Advisor Group’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 | $2.74M | Buy |
57,784
+1,208
| +2% | +$58.3K | 0.01% | 910 |
|
|
2025
Q4 | $2.7M | Buy |
56,576
+3,861
| +7% | +$185K | 0.01% | 898 |
|
|
2025
Q3 | $2.51M | Buy |
52,715
+6,788
| +15% | +$315K | 0.01% | 915 |
|
|
2025
Q2 | $2.11M | Buy |
45,927
+37,452
| +442% | +$1.65M | 0.01% | 937 |
|
|
2025
Q1 | $372K | Sell |
8,475
-4,442
| -34% | -$196K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $561K | Buy |
12,917
+3,595
| +39% | +$159K | ﹤0.01% | 1513 |
|
|
2024
Q3 | $421K | Sell |
9,322
-107
| -1% | -$4.69K | ﹤0.01% | 1716 |
|
|
2024
Q2 | $406K | Buy |
9,429
+44
| +0.5% | +$1.86K | ﹤0.01% | 1684 |
|
|
2024
Q1 | $401K | Sell |
9,385
-6,039
| -39% | -$252K | ﹤0.01% | 1649 |
|
|
2023
Q4 | $640K | Sell |
15,424
-372
| -2% | -$14.7K | 0.01% | 1333 |
|
|
2023
Q3 | $615K | Sell |
15,796
-3,171
| -17% | -$127K | 0.01% | 1285 |
|
|
2023
Q2 | $766K | Buy |
18,967
+2,740
| +17% | +$109K | 0.01% | 1176 |
|
|
2023
Q1 | $647K | Sell |
16,227
-709
| -4% | -$27.9K | 0.01% | 1211 |
|
|
2022
Q4 | $644 | Sell |
16,936
-4,018
| -19% | -$152K | ﹤0.01% | 1328 |
|
|
2022
Q3 | $767K | Sell |
20,954
-3,380
| -14% | -$132K | 0.01% | 1044 |
|
|
2022
Q2 | $948K | Sell |
24,334
-7,981
| -25% | -$323K | 0.01% | 1091 |
|
|
2022
Q1 | $1.39M | Buy |
32,315
+4,385
| +16% | +$191K | 0.01% | 948 |
|
|
2021
Q4 | $1.27M | Buy |
27,930
+4,268
| +18% | +$194K | 0.01% | 1001 |
|
|
2021
Q3 | $1.06M | Buy |
23,662
+4,088
| +21% | +$185K | 0.01% | 1179 |
|
|
2021
Q2 | $882K | Sell |
19,574
-4,026
| -17% | -$179K | 0.01% | 1126 |
|
|
2021
Q1 | $1.03M | Buy |
23,600
+4,394
| +23% | +$191K | 0.01% | 988 |
|
|
2020
Q4 | $830K | Sell |
19,206
-338
| -2% | -$14.2K | 0.01% | 988 |
|
|
2020
Q3 | $802K | Sell |
19,544
-1,053
| -5% | -$43.2K | 0.01% | 874 |
|
|
2020
Q2 | $821K | Sell |
20,597
-2,109
| -9% | -$81.4K | 0.01% | 841 |
|
|
2020
Q1 | $834K | Sell |
22,706
-13,844
| -38% | -$542K | 0.02% | 715 |
|
|
2019
Q4 | $1.47M | Buy |
36,550
+6,449
| +21% | +$255K | 0.02% | 627 |
|
|
2019
Q3 | $1.18M | Buy |
30,101
+650
| +2% | +$25.3K | 0.02% | 719 |
|
|
2019
Q2 | $1.15M | Sell |
29,451
-1,884
| -6% | -$72.1K | 0.02% | 680 |
|
|
2019
Q1 | $1.19M | Sell |
31,335
-4,309
| -12% | -$160K | 0.02% | 580 |
|
|
2018
Q4 | $1.27M | Sell |
35,644
-36,109
| -50% | -$1.32M | 0.03% | 510 |
|
|
2018
Q3 | $2.72M | Buy |
71,753
+16,789
| +31% | +$633K | 0.06% | 341 |
|
|
2018
Q2 | $2.06M | Sell |
54,964
-13,752
| -20% | -$517K | 0.03% | 273 |
|
|
2018
Q1 | $2.6M | Buy |
68,716
+37,127
| +118% | +$1.41M | 0.1% | 203 |
|
|
2017
Q4 | $1.22M | Sell |
31,589
-71,768
| -69% | -$2.75M | 0.05% | 370 |
|
|
2017
Q3 | $3.91M | Buy |
103,357
+1,550
| +2% | +$58.2K | 0.1% | 209 |
|
|
2017
Q2 | $3.76M | Buy |
101,807
+2,016
| +2% | +$74.4K | 0.1% | 208 |
|
|
2017
Q1 | $3.62M | Sell |
99,791
-9,628
| -9% | -$346K | 0.1% | 210 |
|
|
2016
Q4 | $3.9M | Buy |
109,419
+27,349
| +33% | +$967K | 0.13% | 167 |
|
|
2016
Q3 | $2.94M | Buy |
82,070
+69,228
| +539% | +$2.48M | 0.12% | 180 |
|
|
2016
Q2 | $452K | Buy |
12,842
+2,424
| +23% | +$84.7K | 0.02% | 665 |
|
|
2016
Q1 | $363K | Buy |
10,418
+245
| +2% | +$8.25K | 0.02% | 689 |
|
|
2015
Q4 | $346K | Buy |
10,173
+252
| +3% | +$8.69K | 0.02% | 736 |
|
|
2015
Q3 | $336K | Buy |
9,921
+381
| +4% | +$13.2K | 0.02% | 692 |
|
|
2015
Q2 | $336K | Sell |
9,540
-312
| -3% | -$11.2K | 0.02% | 745 |
|
|
2015
Q1 | $351K | Buy |
9,852
+1,368
| +16% | +$48.4K | 0.02% | 679 |
|
|
2014
Q4 | $298K | Buy |
8,484
+813
| +11% | +$28.5K | 0.02% | 717 |
|
|
2014
Q3 | $268K | Buy |
+7,671
| New | +$271K | 0.02% | 732 |
|
Other funds holding AOM
FIA
WFS
AA
Private Advisor Group's AOM Position: Q1 2026 in Review
Private Advisor Group increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.1% in Q1 2026, buying an estimated $58.3K and bringing the position to 57,784 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #910.
Private Advisor Group first reported a position in AOM in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.91M in Q3 2017. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Private Advisor Group held 57,784 shares of iShares Core Moderate Allocation ETF worth $2.74M as of Q1 2026.
- Private Advisor Group bought 1,208 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $58.3K.
- iShares Core Moderate Allocation ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #910 holding.
- Private Advisor Group first reported a position in iShares Core Moderate Allocation ETF in Q3 2014 and has held it in 47 quarters since.
- Private Advisor Group's iShares Core Moderate Allocation ETF position peaked at $3.91M in Q3 2017.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.