Stifel Financial’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
Q2 | $1.81M | Sell |
36,221
-1,595
| -4% | -$78.4K | ﹤0.01% | 2164 |
|
|
2026
Q1 | $1.79M | Sell |
37,816
-2,052
| -5% | -$99K | ﹤0.01% | 2046 |
|
|
2025
Q4 | $1.9M | Buy |
39,868
+7,628
| +24% | +$365K | ﹤0.01% | 1970 |
|
|
2025
Q3 | $1.53M | Buy |
32,240
+15,109
| +88% | +$702K | ﹤0.01% | 2099 |
|
|
2025
Q2 | $789K | Buy |
17,131
+4,253
| +33% | +$188K | ﹤0.01% | 2490 |
|
|
2025
Q1 | $565K | Sell |
12,878
-18,316
| -59% | -$806K | ﹤0.01% | 2613 |
|
|
2024
Q4 | $1.36M | Buy |
31,194
+21,305
| +215% | +$945K | ﹤0.01% | 2057 |
|
|
2024
Q3 | $446K | Sell |
9,889
-1,014
| -9% | -$44.5K | ﹤0.01% | 2742 |
|
|
2024
Q2 | $469K | Sell |
10,903
-150
| -1% | -$6.35K | ﹤0.01% | 2664 |
|
|
2024
Q1 | $473K | Sell |
11,053
-14,517
| -57% | -$606K | ﹤0.01% | 2646 |
|
|
2023
Q4 | $1.06M | Buy |
25,570
+13,324
| +109% | +$528K | ﹤0.01% | 2109 |
|
|
2023
Q3 | $477K | Sell |
12,246
-707
| -5% | -$28.3K | ﹤0.01% | 2515 |
|
|
2023
Q2 | $523K | Sell |
12,953
-521
| -4% | -$20.8K | ﹤0.01% | 2493 |
|
|
2023
Q1 | $537K | Sell |
13,474
-28,814
| -68% | -$1.13M | ﹤0.01% | 2475 |
|
|
2022
Q4 | $1.61M | Buy |
42,288
+27,330
| +183% | +$1.04M | ﹤0.01% | 1680 |
|
|
2022
Q3 | $548K | Sell |
14,958
-8,189
| -35% | -$321K | ﹤0.01% | 2388 |
|
|
2022
Q2 | $902K | Buy |
23,147
+10,304
| +80% | +$416K | ﹤0.01% | 2080 |
|
|
2022
Q1 | $552K | Sell |
12,843
-41,559
| -76% | -$1.81M | ﹤0.01% | 2524 |
|
|
2021
Q4 | $2.47M | Buy |
54,402
+45,277
| +496% | +$2.05M | ﹤0.01% | 1465 |
|
|
2021
Q3 | $408K | Sell |
9,125
-3,850
| -30% | -$175K | ﹤0.01% | 2695 |
|
|
2021
Q2 | $585K | Buy |
12,975
+1,578
| +14% | +$70.3K | ﹤0.01% | 2492 |
|
|
2021
Q1 | $496K | Buy |
11,397
+88
| +0.8% | +$3.83K | ﹤0.01% | 2495 |
|
|
2020
Q4 | $489K | Buy |
11,309
+106
| +0.9% | +$4.46K | ﹤0.01% | 2324 |
|
|
2020
Q3 | $460K | Sell |
11,203
-22
| -0.2% | -$902 | ﹤0.01% | 2136 |
|
|
2020
Q2 | $448K | Buy |
11,225
+706
| +7% | +$27.2K | ﹤0.01% | 2109 |
|
|
2020
Q1 | $389K | Sell |
10,519
-10,819
| -51% | -$424K | ﹤0.01% | 2017 |
|
|
2019
Q4 | $856K | Buy |
+21,338
| New | +$845K | ﹤0.01% | 1938 |
|
|
2019
Q1 | – | Sell |
-39,222
| Closed | -$1.4M | – | 2794 |
|
|
2018
Q4 | $1.4M | Buy |
+39,222
| New | +$1.43M | ﹤0.01% | 1349 |
|
|
2018
Q1 | – | Sell |
-5,890
| Closed | -$224K | – | 2696 |
|
|
2017
Q4 | $224K | Buy |
+5,890
| New | +$225K | ﹤0.01% | 2374 |
|
|
2017
Q1 | – | Sell |
-7,950
| Closed | -$279K | – | 2530 |
|
|
2016
Q4 | $279K | Buy |
+7,950
| New | +$281K | ﹤0.01% | 2076 |
|
Other funds holding AOM
FIA
WFS
AA
Stifel Financial's AOM Position: Q2 2026 in Review
Stifel Financial reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.2% in Q2 2026, selling an estimated $78.4K and leaving 36,221 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2164.
Stifel Financial first reported a position in AOM in Q4 2016 and has held it in 30 quarters since. The position peaked at $2.47M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.
- Stifel Financial held 36,221 shares of iShares Core Moderate Allocation ETF worth $1.81M as of Q2 2026.
- Stifel Financial sold 1,595 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $78.4K.
- iShares Core Moderate Allocation ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2164 holding.
- Stifel Financial first reported a position in iShares Core Moderate Allocation ETF in Q4 2016 and has held it in 30 quarters since.
- Stifel Financial's iShares Core Moderate Allocation ETF position peaked at $2.47M in Q4 2021.
- 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.