Stratos Wealth Partners’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 | $537K | Buy |
11,329
+269
| +2% | +$13K | 0.01% | 1032 |
|
|
2025
Q4 | $528K | Buy |
11,060
+1
| +0% | +$48 | 0.01% | 1026 |
|
|
2025
Q3 | $526K | Buy |
11,059
+555
| +5% | +$25.8K | 0.01% | 996 |
|
|
2025
Q2 | $484K | Buy |
10,504
+252
| +2% | +$11.1K | 0.01% | 945 |
|
|
2025
Q1 | $450K | Sell |
10,252
-1,028
| -9% | -$45.2K | 0.01% | 923 |
|
|
2024
Q4 | $490K | Buy |
11,280
+125
| +1% | +$5.54K | 0.01% | 937 |
|
|
2024
Q3 | $503K | Sell |
11,155
-214
| -2% | -$9.38K | 0.01% | 943 |
|
|
2024
Q2 | $489K | Buy |
11,369
+194
| +2% | +$8.22K | 0.01% | 905 |
|
|
2024
Q1 | $478K | Buy |
11,175
+192
| +2% | +$8.02K | 0.01% | 912 |
|
|
2023
Q4 | $456K | Buy |
10,983
+302
| +3% | +$12K | 0.01% | 906 |
|
|
2023
Q3 | $416K | Buy |
10,681
+192
| +2% | +$7.67K | 0.01% | 889 |
|
|
2023
Q2 | $424K | Sell |
10,489
-145
| -1% | -$5.79K | 0.01% | 830 |
|
|
2023
Q1 | $424K | Sell |
10,634
-148
| -1% | -$5.82K | 0.01% | 751 |
|
|
2022
Q4 | $410K | Buy |
10,782
+3
| +0% | +$114 | 0.01% | 789 |
|
|
2022
Q3 | $395K | Sell |
10,779
-3,839
| -26% | -$150K | 0.01% | 775 |
|
|
2022
Q2 | $570K | Sell |
14,618
-1,195
| -8% | -$48.3K | 0.01% | 682 |
|
|
2022
Q1 | $679K | Sell |
15,813
-573
| -3% | -$25K | 0.02% | 684 |
|
|
2021
Q4 | $745K | Buy |
16,386
+245
| +2% | +$11.1K | 0.02% | 662 |
|
|
2021
Q3 | $722K | Buy |
16,141
+446
| +3% | +$20.2K | 0.02% | 632 |
|
|
2021
Q2 | $707K | Buy |
15,695
+588
| +4% | +$26.2K | 0.02% | 662 |
|
|
2021
Q1 | $658K | Hold |
15,107
| – | – | 0.02% | 623 |
|
|
2020
Q4 | $653K | Buy |
15,107
+1,110
| +8% | +$46.7K | 0.02% | 590 |
|
|
2020
Q3 | $575K | Sell |
13,997
-1,068
| -7% | -$43.8K | 0.02% | 576 |
|
|
2020
Q2 | $601K | Buy |
15,065
+3,042
| +25% | +$117K | 0.02% | 529 |
|
|
2020
Q1 | $442K | Sell |
12,023
-4,450
| -27% | -$174K | 0.02% | 558 |
|
|
2019
Q4 | $661K | Buy |
+16,473
| New | +$652K | 0.03% | 509 |
|
|
2019
Q1 | – | Sell |
-51,170
| Closed | -$1.83M | – | 937 |
|
|
2018
Q4 | $1.83M | Buy |
51,170
+50,050
| +4,469% | +$1.83M | 0.09% | 227 |
|
|
2018
Q3 | $42K | Buy |
+1,120
| New | +$42.3K | ﹤0.01% | 1530 |
|
|
2018
Q2 | – | Sell |
-1,120
| Closed | -$42K | – | 1042 |
|
|
2018
Q1 | $42K | Sell |
1,120
-950
| -46% | -$36.2K | ﹤0.01% | 1663 |
|
|
2017
Q4 | $79K | Buy |
+2,070
| New | +$79.2K | ﹤0.01% | 1294 |
|
|
2015
Q3 | – | Sell |
-37,580
| Closed | -$1.32M | – | 543 |
|
|
2015
Q2 | $1.32M | Hold |
37,580
| – | – | 0.17% | 125 |
|
|
2015
Q1 | $1.34M | Sell |
37,580
-31,525
| -46% | -$1.12M | 0.16% | 135 |
|
|
2014
Q4 | $2.43M | Buy |
+69,105
| New | +$2.42M | 0.44% | 58 |
|
Other funds holding AOM
FIA
WFS
AA
Stratos Wealth Partners's AOM Position: Q1 2026 in Review
Stratos Wealth Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 2.4% in Q1 2026, buying an estimated $13K and bringing the position to 11,329 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1032.
Stratos Wealth Partners first reported a position in AOM in Q4 2014 and has held it in 33 quarters since. The position peaked at $2.43M in Q4 2014. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.
- Stratos Wealth Partners held 11,329 shares of iShares Core Moderate Allocation ETF worth $537K as of Q1 2026.
- Stratos Wealth Partners bought 269 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $13K.
- iShares Core Moderate Allocation ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1032 holding.
- Stratos Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2014 and has held it in 33 quarters since.
- Stratos Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $2.43M in Q4 2014.
- 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.