Back to Kestra Advisory Services, LLC Kestra Advisory Services, LLC

AOMAOM
24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES CORE 40/60 MODERATE

Kestra Advisory Services, LLC holds 65,263 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $3.3M as of 2026-Q2. The position was increased (+7.4% shares). AOM represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$3.3M

Current Shares

65,263

Total Value Change

+$1.3M

Total Shares Change

+18,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
65,263
+7.4%
$3.3M0.0%$49.48
28
2026-Q1
Increased
60,768
+17.6%
$2.9M0.0%$48.58
31
2025-Q4
Increased
51,664
+11.4%
$2.5M0.0%$47.89
29
2025-Q3
Increased
46,367
+7.3%
$2.2M0.0%$46.70
28
2025-Q2
Increased
43,206
+8.7%
$2M0.0%$44.75
28
2025-Q1
Increased
39,761
+4.0%
$1.7M0.0%$42.50
27
2024-Q4
Increased
38,228
+0.1%
$1.7M0.0%$42.13
26
2024-Q3
Decreased
38,196
-10.6%
$1.7M0.0%$43.01
0
2024-Q2
Increased
42,720
+11.4%
$1.7M0.0%$40.65
29
2024-Q1
Decreased
38,337
-3.9%
$1.6M0.0%$40.23
0
2023-Q4
Decreased
39,911
-10.7%
$1.7M0.0%$39.03
0
2023-Q3
Increased
44,693
+13.5%
$1.7M0.0%$36.01
29
2023-Q2
Decreased
39,381
-2.6%
$1.6M0.0%$36.98
0
2023-Q1
Decreased
40,430
-0.5%
$1.6M0.0%$36.16
0
2022-Q4
Decreased
40,641
-17.2%
$1.5M0.0%$34.73
0
2022-Q3
Decreased
49,081
-4.4%
$1.8M0.0%$33.19
0
2022-Q2
Increased
51,360
+2.2%
$2M0.0%$34.92
26
2022-Q1
Increased
50,249
+0.8%
$2.2M0.0%$38.58
26
2021-Q4
Increased
49,869
+5.1%
$2.3M0.0%$40.72
27
2021-Q3
Increased
47,465
+1.9%
$2.1M0.0%$39.67
26
2021-Q2
Increased
46,569
+2.1%
$2.1M0.0%$39.78
26
2021-Q1
Decreased
45,623
-30.1%
$2M0.0%$38.28
0
2020-Q4
Increased
65,284
+40.1%
$2.8M0.0%$37.99
35
2020-Q3
New
46,613
-
$1.9M0.0%$35.70
36

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

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