iShares Trust - iShares Core 40/60 中配置 ETF
US ˙ ARCA ˙ US4642898757

SecurityAOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
InstitutionRDA Financial Network
Latest Disclosed Ownership24,270 shares
Latest Disclosed Value $ 1,149,670
RDA Financial Network reports 1.62% decrease in ownership of AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 24,270 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF (US:AOM) valued at $1,149,670 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 24,670 shares of iShares Trust - iShares Core 40/60 Moderate Allocation ETF. This represents a change in shares of -1.62% during the quarter. The current value of the position is $1,211,073 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F ISHARES TR CORE 40/60 MODER 464289875 24,270 -400 -1.62 1,150 -2.38 0.2877
2026-01-06 2025-12-31 13F ISHARES TR CORE 40/60 MODER 464289875 24,670 -745 -2.93 1,177 -2.65 0.2835
2025-10-08 2025-09-30 13F ISHARES TR CORE 40/60 MODER 464289875 25,415 -500 -1.93 1,209 1.34 0.2982
2025-07-07 2025-06-30 13F ISHARES TR CORE 40/60 MODER 464289875 25,915 -175 -0.67 1,193 4.28 0.3223
2025-04-14 2025-03-31 13F ISHARES TR CORE 40/60 MODER 464289875 26,090 -550 -2.06 1,145 -1.12 0.3413
2025-01-15 2024-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 26,640 -900 -3.27 1,157 -6.84 0.3374
2024-10-15 2024-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 27,540 -575 -2.05 1,242 2.73 0.3854
2024-07-10 2024-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 28,115 -150 -0.53 1,209 0.00 0.3962
2024-04-11 2024-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 28,265 -1,850 -6.14 1,209 -3.28 0.4144
2024-01-12 2023-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 30,115 850 2.90 1,250 9.75 0.4737
2023-10-18 2023-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 29,265 130 0.45 1,139 -3.23 0.4932
2023-07-13 2023-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 29,135 1,600 5.81 1,177 7.29 0.4951
2023-04-12 2023-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 27,535 -850 -2.99 1,098 1.76 0.5008
2023-01-10 2022-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 28,385 0 0.00 1,079 3.75 0.5426
2022-10-11 2022-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 28,385 -100 -0.35 1,039 -6.40 0.5673
2022-07-13 2022-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 28,485 -125 -0.44 1,110 -9.68 0.5600
2022-04-12 2022-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 28,610 900 3.25 1,229 -2.46 0.5189
2022-01-31 2021-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 27,710 300 1.09 1,260 2.77 0.5141
2021-10-29 2021-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 27,410 500 1.86 1,226 1.16 0.5401
2021-07-13 2021-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 26,910 850 3.26 1,212 6.78 0.5352
2021-05-06 2021-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 26,060 365 1.42 1,135 2.25 0.4868
2021-02-05 2020-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 25,695 695 2.78 1,110 8.19 0.5004
2020-10-13 2020-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 25,000 -150 -0.60 1,026 2.29 0.4648
2020-07-14 2020-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 25,150 9,075 56.45 1,003 69.71 0.5003
2020-04-06 2020-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 16,075 -465 -2.81 591 -11.66 0.3567
2020-01-30 2019-12-31 13F ISHARES TR MODERT ALLOC ETF 464289875 16,540 775 4.92 669 6.87 0.2721
2019-11-20 2019-09-30 13F ISHARES TR MODERT ALLOC ETF 464289875 15,765 7,695 95.35 626 100.00 0.2671
2019-07-09 2019-06-30 13F ISHARES TR MODERT ALLOC ETF 464289875 8,070 1,850 29.74 313 32.07 0.1410
2019-04-30 2019-03-31 13F ISHARES TR MODERT ALLOC ETF 464289875 6,220 6,220 237 0.1119
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.