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Syverson Strege & Co’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Syverson Strege & Co’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 		$304K Sell
6,419
-2,509
-28% -$121K 0.07% 118
2025
Q4 		$426K Buy
8,928
+2,179
+32% +$104K 0.1% 86
2025
Q3 		$321K Sell
6,749
-604
-8% -$28.1K 0.08% 107
2025
Q2 		$339K Buy
7,353
+81
+1% +$3.58K 0.08% 104
2025
Q1 		$319K Buy
7,272
+379
+5% +$16.7K 0.1% 59
2024
Q4 		$299K Sell
6,893
-948
-12% -$42K 0.1% 58
2024
Q3 		$354K Buy
7,841
+194
+3% +$8.51K 0.12% 50
2024
Q2 		$329K Buy
7,647
+27
+0.4% +$1.14K 0.11% 60
2024
Q1 		$326K Sell
7,620
-2,741
-26% -$115K 0.12% 53
2023
Q4 		$430K Buy
10,361
+61
+0.6% +$2.42K 0.17% 44
2023
Q3 		$401K Buy
10,300
+65
+0.6% +$2.6K 0.18% 41
2023
Q2 		$414K Sell
10,235
-53
-0.5% -$2.12K 0.18% 42
2023
Q1 		$410K Buy
10,288
+640
+7% +$25.1K 0.18% 43
2022
Q4 		$367K Buy
9,648
+2,000
+26% +$75.8K 0.17% 43
2022
Q3 		$280K Buy
7,648
+156
+2% +$6.11K 0.14% 54
2022
Q2 		$292K Buy
7,492
+180
+2% +$7.28K 0.11% 55
2022
Q1 		$314K Sell
7,312
-1,747
-19% -$76.1K 0.34% 48
2021
Q4 		$412K Sell
9,059
-1,974
-18% -$89.5K 0.31% 45
2021
Q3 		$494K Buy
11,033
+68
+0.6% +$3.08K 0.39% 39
2021
Q2 		$494K Sell
10,965
-893
-8% -$39.8K 0.44% 37
2021
Q1 		$516K Buy
11,858
+1,776
+18% +$77.3K 0.54% 32
2020
Q4 		$436K Buy
+10,082
New +$424K 0.42% 35

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 $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Syverson Strege & Co's AOM Position: Q1 2026 in Review

Syverson Strege & Co reduced its iShares Core Moderate Allocation ETF (AOM) stake by 28% in Q1 2026, selling an estimated $121K and leaving 6,419 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #118.

Syverson Strege & Co first reported a position in AOM in Q4 2020 and has held it in 22 quarters since. The position peaked at $516K in Q1 2021. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • Syverson Strege & Co held 6,419 shares of iShares Core Moderate Allocation ETF worth $304K as of Q1 2026.
  • Syverson Strege & Co sold 2,509 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $121K.
  • iShares Core Moderate Allocation ETF made up 0.07% of Syverson Strege & Co's portfolio in Q1 2026, its #118 holding.
  • Syverson Strege & Co first reported a position in iShares Core Moderate Allocation ETF in Q4 2020 and has held it in 22 quarters since.
  • Syverson Strege & Co's iShares Core Moderate Allocation ETF position peaked at $516K in Q1 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.