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 Q2	$1.27M	Sell	25,510 -600	-2%	-$29.5K	0.13%	57
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 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

BlueStem Wealth Partners's AOM Position: Q2 2026 in Review

BlueStem Wealth Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 2.3% in Q2 2026, selling an estimated $29.5K and leaving 25,510 shares worth $1.27M. The position accounts for 0.13% of the portfolio, ranked #57.

BlueStem Wealth Partners first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2024. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

BlueStem Wealth Partners held 25,510 shares of iShares Core Moderate Allocation ETF worth $1.27M as of Q2 2026.
BlueStem Wealth Partners sold 600 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $29.5K.
iShares Core Moderate Allocation ETF made up 0.13% of BlueStem Wealth Partners's portfolio in Q2 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 7 quarters since.
BlueStem Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $1.52M in Q4 2024.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.