GRP
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Global Retirement Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Global Retirement 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
Q2 		$133K Buy
+2,659
New +$131K ﹤0.01% 1860
2025
Q4 		$122K Buy
2,563
+29
+1% +$1.39K ﹤0.01% 1781
2025
Q3 		$121K Buy
2,534
+189
+8% +$8.78K ﹤0.01% 1436
2025
Q2 		$108K Buy
+2,345
New +$104K ﹤0.01% 1391
2024
Q4 		$113K Buy
2,610
+645
+33% +$28.6K ﹤0.01% 1209
2024
Q3 		$88.6K Sell
1,965
-345
-15% -$15.1K ﹤0.01% 1296
2024
Q2 		$99.4K Buy
2,310
+1,604
+227% +$67.9K ﹤0.01% 1209
2024
Q1 		$30.2K Sell
706
-1,511
-68% -$63.1K ﹤0.01% 1630
2023
Q4 		$91K Buy
2,217
+1,767
+393% +$70K ﹤0.01% 1092
2023
Q3 		$17.2K Buy
+450
New +$18K ﹤0.01% 1709

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

Global Retirement Partners's AOM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q2 2026: 2,659 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #1860 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AOM as recently as Q4 2025.

Global Retirement Partners first reported a position in AOM in Q3 2023 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Global Retirement Partners held 2,659 shares of iShares Core Moderate Allocation ETF worth $133K as of Q2 2026.
  • iShares Core Moderate Allocation ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1860 holding.
  • Global Retirement Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 10 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.