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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
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 $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

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

Sagespring Wealth Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.77% in Q1 2026, selling an estimated $2.56K and leaving 6,797 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #635.

Sagespring Wealth Partners first reported a position in AOM in Q4 2024 and has held it in 6 quarters since. The position peaked at $327K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Sagespring Wealth Partners held 6,797 shares of iShares Core Moderate Allocation ETF worth $322K as of Q1 2026.
  • Sagespring Wealth Partners sold 53 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $2.56K.
  • iShares Core Moderate Allocation ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #635 holding.
  • Sagespring Wealth Partners first reported a position in iShares Core Moderate Allocation ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Core Moderate Allocation ETF position peaked at $327K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

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