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AOMAOM
23 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES CORE 40/60 MODERATE

Cetera Investment Advisers holds 233,786 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $11.7M as of 2026-Q2. The position was increased (+8.3% shares). AOM represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$11.7M

Current Shares

233,786

Total Value Change

+$11.2M

Total Shares Change

+222,126

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
233,786
+8.3%
$11.7M0.0%$49.48
30
2026-Q1
Decreased
215,782
-1.2%
$10.2M0.0%$48.58
0
2025-Q4
Increased
218,395
+11.2%
$10.4M0.0%$47.89
31
2025-Q3
Increased
196,485
+18.4%
$9.3M0.0%$46.70
32
2025-Q2
Increased
165,931
+7.3%
$7.6M0.0%$44.75
29
2025-Q1
Increased
154,705
+64.7%
$6.8M0.0%$42.50
40
2024-Q4
Decreased
93,929
-1.0%
$4.1M0.0%$42.13
0
2024-Q3
Increased
94,873
+16.1%
$4.3M0.0%$43.01
31
2024-Q2
Decreased
81,689
-2.3%
$3.5M0.0%$40.65
0
2024-Q1
Increased
83,594
+530.8%
$3.6M0.0%$40.23
43
2023-Q4
Increased
13,252
+0.3%
$550,0830.0%$39.03
24
2023-Q3
Decreased
13,213
-0.7%
$514,3650.0%$36.01
0
2023-Q2
Increased
13,307
+4.0%
$537,7350.0%$36.98
25
2023-Q1
Decreased
12,790
-2.0%
$509,8240.0%$36.16
0
2022-Q4
Increased
13,057
+121.1%
$496,3030.0%$34.73
39
2022-Q3
Decreased
5,906
-61.0%
$216,0000.0%$33.19
0
2022-Q2
Increased
15,130
+9.7%
$589,0000.0%$34.92
27
2022-Q1
Increased
13,790
+1.3%
$593,0000.0%$38.58
25
2021-Q4
Increased
13,610
+0.5%
$619,0000.0%$40.72
24
2021-Q3
Decreased
13,546
-2.7%
$606,0000.0%$39.67
0
2021-Q2
Increased
13,920
+1.5%
$627,0000.0%$39.78
25
2021-Q1
Increased
13,713
+17.6%
$597,0000.0%$38.28
28
2020-Q4
New
11,660
-
$504,0000.0%$37.99
33

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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