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 Q2	$938K	Sell	18,811 -1,446	-7%	-$71K	0.18%	103
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 New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s AOM Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its iShares Core Moderate Allocation ETF (AOM) stake by 7.1% in Q2 2026, selling an estimated $71K and leaving 18,811 shares worth $938K. The position accounts for 0.18% of the portfolio, ranked #103.

Thrive Capital Management (Pennsylvania) first reported a position in AOM in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.66M in Q4 2021. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 18,811 shares of iShares Core Moderate Allocation ETF worth $938K as of Q2 2026.
Thrive Capital Management (Pennsylvania) sold 1,446 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $71K.
iShares Core Moderate Allocation ETF made up 0.18% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #103 holding.
Thrive Capital Management (Pennsylvania) first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 21 quarters since.
Thrive Capital Management (Pennsylvania)'s iShares Core Moderate Allocation ETF position peaked at $8.66M in Q4 2021.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.