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
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 $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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's AOM Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.1% in Q4 2025, buying an estimated $1.39K and bringing the position to 2,563 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Global Retirement Partners first reported a position in AOM in Q3 2023 and has held it in 9 quarters since. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

  • Global Retirement Partners held 2,563 shares of iShares Core Moderate Allocation ETF worth $122K as of Q4 2025.
  • Global Retirement Partners bought 29 iShares Core Moderate Allocation ETF shares in Q4 2025, an estimated $1.39K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1781 holding.
  • Global Retirement Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 9 quarters since.
  • 284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.