Blue Trust Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Blue Trust Inc’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	$169K	Hold	3,379	–	–	﹤0.01%	842
2026 Q1	$160K	Sell	3,379 -1,071	-24%	-$51.7K	﹤0.01%	844
2025 Q4	$212K	Buy	4,450 +1,071	+32%	+$51.2K	﹤0.01%	756
2025 Q3	$161K	Hold	3,379	–	–	﹤0.01%	884
2025 Q2	$156K	Hold	3,379	–	–	﹤0.01%	858
2025 Q1	$148K	Hold	3,379	–	–	﹤0.01%	823
2024 Q4	$147K	Hold	3,379	–	–	﹤0.01%	768
2024 Q3	$145K	Hold	3,379	–	–	﹤0.01%	1022
2024 Q2	$145K	Hold	3,379	–	–	﹤0.01%	825
2024 Q1	$145K	Hold	3,379	–	–	﹤0.01%	606
2023 Q4	$132K	Hold	3,379	–	–	﹤0.01%	583
2023 Q3	$137K	Hold	3,379	–	–	﹤0.01%	533
2023 Q2	$135K	Hold	3,379	–	–	﹤0.01%	439
2023 Q1	$128K	Hold	3,379	–	–	﹤0.01%	688
2022 Q4	$124K	Hold	3,379	–	–	﹤0.01%	591
2022 Q3	$132K	Hold	3,379	–	–	﹤0.01%	442
2022 Q2	$145K	Buy	+3,379	New	+$137K	﹤0.01%	392

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

Blue Trust Inc's AOM Position: Q2 2026 in Review

Blue Trust Inc held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 3,379 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Blue Trust Inc first reported a position in AOM in Q2 2022 and has held it in 17 quarters since. The position peaked at $212K in Q4 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Blue Trust Inc held 3,379 shares of iShares Core Moderate Allocation ETF worth $169K as of Q2 2026.
Blue Trust Inc left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #842 holding.
Blue Trust Inc first reported a position in iShares Core Moderate Allocation ETF in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's iShares Core Moderate Allocation ETF position peaked at $212K in Q4 2025.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.