Strategic Blueprint’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.05M Buy
21,076
+1,877
+10% +$92.2K 0.05% 295
2026
Q1
$909K Buy
19,199
+10,448
+119% +$504K 0.05% 294
2025
Q4
$418K Buy
+8,751
New +$418K 0.02% 439
2021
Q3
Sell
-4,424
Closed -$199K 447
2021
Q2
$199K Buy
+4,424
New +$197K 0.03% 374

Other funds holding AOM

Strategic Blueprint's AOM Position: Q2 2026 in Review

Strategic Blueprint increased its iShares Core Moderate Allocation ETF (AOM) stake by 9.8% in Q2 2026, buying an estimated $92.2K and bringing the position to 21,076 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #295.

Strategic Blueprint first reported a position in AOM in Q2 2021 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Strategic Blueprint held 21,076 shares of iShares Core Moderate Allocation ETF worth $1.05M as of Q2 2026.
  • Strategic Blueprint bought 1,877 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $92.2K.
  • iShares Core Moderate Allocation ETF made up 0.05% of Strategic Blueprint's portfolio in Q2 2026, its #295 holding.
  • Strategic Blueprint first reported a position in iShares Core Moderate Allocation ETF in Q2 2021 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.