SWP
AOM icon

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

Sagespring 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 		$343K Buy
6,879
+82
+1% +$4.03K 0.01% 636
2026
Q1 		$322K Sell
6,797
-53
-0.8% -$2.56K 0.01% 635
2025
Q4 		$327K Buy
6,850
+232
+4% +$11.1K 0.01% 592
2025
Q3 		$315K Sell
6,618
-185
-3% -$8.6K 0.01% 598
2025
Q2 		$313K Sell
6,803
-26
-0.4% -$1.15K 0.01% 566
2025
Q1 		$300K Sell
6,829
-234
-3% -$10.3K 0.01% 518
2024
Q4 		$307K Buy
+7,063
New +$313K 0.01% 474

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
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Sagespring Wealth Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.2% in Q2 2026, buying an estimated $4.03K and bringing the position to 6,879 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #636.

Sagespring Wealth Partners first reported a position in AOM in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Sagespring Wealth Partners held 6,879 shares of iShares Core Moderate Allocation ETF worth $343K as of Q2 2026.
  • Sagespring Wealth Partners bought 82 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $4.03K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #636 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.