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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
Q2 		$4.99K Hold
100
– – ﹤0.01% 1163
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
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

SHP Wealth Management's AOM Position: Q2 2026 in Review

SHP Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q2 2026 at 100 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

SHP Wealth Management first reported a position in AOM in Q4 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • SHP Wealth Management held 100 shares of iShares Core Moderate Allocation ETF worth $4.99K as of Q2 2026.
  • SHP Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1163 holding.
  • SHP Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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