SWM
AOM icon

SHP Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

SHP Wealth Management’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 		$4.74K Hold
100
– – ﹤0.01% 1088
2025
Q4 		$4.77K Buy
+100
New +$4.78K ﹤0.01% 994

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

SHP Wealth Management's AOM Position: Q1 2026 in Review

SHP Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 100 shares worth $4.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

SHP Wealth Management first reported a position in AOM in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.77K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • SHP Wealth Management held 100 shares of iShares Core Moderate Allocation ETF worth $4.74K as of Q1 2026.
  • SHP Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1088 holding.
  • SHP Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Core Moderate Allocation ETF position peaked at $4.77K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.