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Purpose Unlimited Inc’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Purpose Unlimited 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
Q1 		$9.28K Buy
+196
New +$9.45K ﹤0.01% 414

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Purpose Unlimited Inc's AOM Position: Q1 2026 in Review

Purpose Unlimited Inc opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 196 shares worth $9.28K. The stake represents ﹤0.01% of the portfolio and ranks #414 among its holdings.

293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Purpose Unlimited Inc held 196 shares of iShares Core Moderate Allocation ETF worth $9.28K as of Q1 2026.
  • iShares Core Moderate Allocation ETF was a new Purpose Unlimited Inc position in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q1 2026, its #414 holding.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.