Golden State Equity Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Golden State Equity 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 Q1	$52.5K	Buy	+1,109	New	+$53.5K	﹤0.01%	886

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

Golden State Equity Partners's AOM Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q1 2026: 1,109 shares worth $52.5K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings.

293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Golden State Equity Partners held 1,109 shares of iShares Core Moderate Allocation ETF worth $52.5K as of Q1 2026.
iShares Core Moderate Allocation ETF was a new Golden State Equity Partners position in Q1 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #886 holding.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.