Back to Steward Partners Investment Advisory, LLC Steward Partners Investment Advisory, LLC

AOMAOM
Showing 8 of 30 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in ISHARES CORE 40/60 MODERATE

Steward Partners Investment Advisory, LLC holds 11,971 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $597,217 as of 2026-Q2. The position was decreased (-15.4% shares). AOM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$597,217

Current Shares

11,971

Total Value Change

+$57,386

Total Shares Change

+4

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,971
-15.4%
$597,2170.0%$49.48
0
2026-Q1
Decreased
14,152
-11.6%
$670,3890.0%$48.58
0
2025-Q4
Increased
16,017
+8.4%
$764,5000.0%$47.89
27
2025-Q3
Decreased
14,772
-0.4%
$702,8650.0%$46.70
0
2025-Q2
Increased
14,834
+0.5%
$682,9750.0%$44.75
25
2025-Q1
Decreased
14,767
-18.3%
$647,9760.0%$42.50
0
2024-Q4
Increased
18,081
+51.1%
$785,4380.0%$42.13
34
2024-Q3
Increased
11,967
+25.6%
$539,8310.0%$43.01
30

Other major holders of AOM: BlackRock, Inc.

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used