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BlueStem Wealth Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

BlueStem Wealth Partners’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
Q1 		$1.24M Sell
26,110
-17
-0.1% -$820 0.14% 57
2025
Q4 		$1.25M Sell
26,127
-1,168
-4% -$55.8K 0.14% 56
2025
Q3 		$1.3M Sell
27,295
-1,311
-5% -$60.9K 0.15% 50
2025
Q2 		$1.32M Sell
28,606
-2,930
-9% -$129K 0.16% 44
2025
Q1 		$1.38M Sell
31,536
-3,493
-10% -$154K 0.19% 41
2024
Q4 		$1.52M Buy
+35,029
New +$1.55M 0.2% 40

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlueStem Wealth Partners's AOM Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.07% in Q1 2026, selling an estimated $820 and leaving 26,110 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #57.

BlueStem Wealth Partners first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.52M in Q4 2024. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • BlueStem Wealth Partners held 26,110 shares of iShares Core Moderate Allocation ETF worth $1.24M as of Q1 2026.
  • BlueStem Wealth Partners sold 17 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $820.
  • iShares Core Moderate Allocation ETF made up 0.14% of BlueStem Wealth Partners's portfolio in Q1 2026, its #57 holding.
  • BlueStem Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $1.52M in Q4 2024.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.