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Thrive Capital Management (Pennsylvania)’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Thrive Capital Management (Pennsylvania)’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$960K Sell
20,257
-133
-0.7% -$6.41K 0.21% 102
2025
Q4 		$973K Sell
20,390
-4,853
-19% -$232K 0.22% 100
2025
Q3 		$1.2M Sell
25,243
-2,103
-8% -$97.7K 0.31% 95
2025
Q2 		$1.26M Buy
+27,346
New +$1.21M 0.39% 93
2025
Q1 		– Sell
-40,104
Closed -$1.74M – 116
2024
Q4 		$1.74M Sell
40,104
-15,138
-27% -$671K 0.8% 56
2024
Q3 		$2.49M Sell
55,242
-4,510
-8% -$198K 1.17% 15
2024
Q2 		$2.57M Buy
+59,752
New +$2.53M 1.17% 13
2024
Q1 		– Sell
-93,414
Closed -$3.88M – 127
2023
Q4 		$3.88M Sell
93,414
-17,854
-16% -$708K 2.07% 8
2023
Q3 		$4.33M Sell
111,268
-177
-0.2% -$7.08K 2.4% 8
2023
Q2 		$4.5M Sell
111,445
-5,473
-5% -$219K 2.57% 9
2023
Q1 		$4.63M Sell
116,918
-9,236
-7% -$363K 2.92% 7
2022
Q4 		$4.8M Sell
126,154
-14,224
-10% -$539K 3.14% 7
2022
Q3 		$5.14M Buy
140,378
+3,258
+2% +$128K 3.48% 8
2022
Q2 		$5.34M Sell
137,120
-25,142
-15% -$1.02M 3.7% 6
2022
Q1 		$6.97M Sell
162,262
-28,215
-15% -$1.23M 4.21% 5
2021
Q4 		$8.66M Buy
190,477
+65,082
+52% +$2.95M 5.64% 4
2021
Q3 		$5.61M Buy
125,395
+25,270
+25% +$1.15M 4.14% 4
2021
Q2 		$4.51M Buy
100,125
+32,107
+47% +$1.43M 3.51% 7
2021
Q1 		$2.96M Buy
68,018
+10,678
+19% +$465K 2.77% 9
2020
Q4 		$2.48M Buy
+57,340
New +$2.41M 2.64% 13

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s AOM Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.65% in Q1 2026, selling an estimated $6.41K and leaving 20,257 shares worth $960K. The position accounts for 0.21% of the portfolio, ranked #102.

Thrive Capital Management (Pennsylvania) first reported a position in AOM in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.66M in Q4 2021. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 20,257 shares of iShares Core Moderate Allocation ETF worth $960K as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 133 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $6.41K.
  • iShares Core Moderate Allocation ETF made up 0.21% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #102 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 20 quarters since.
  • Thrive Capital Management (Pennsylvania)'s iShares Core Moderate Allocation ETF position peaked at $8.66M in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.