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Investment Partners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Investment 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 		$529K Buy
10,606
+65
+0.6% +$3.19K 0.17% 110
2026
Q1 		$499K Hold
10,541
– – 0.18% 105
2025
Q4 		$503K Buy
10,541
+162
+2% +$7.74K 0.18% 101
2025
Q3 		$494K Buy
10,379
+827
+9% +$38.4K 0.17% 102
2025
Q2 		$440K Buy
9,552
+55
+0.6% +$2.43K 0.17% 108
2025
Q1 		$417K Hold
9,497
– – 0.17% 109
2024
Q4 		$413K Buy
9,497
+168
+2% +$7.45K 0.17% 109
2024
Q3 		$421K Buy
9,329
+73
+0.8% +$3.2K 0.18% 102
2024
Q2 		$398K Buy
9,256
+48
+0.5% +$2.03K 0.18% 103
2024
Q1 		$394K Buy
9,208
+355
+4% +$14.8K 0.18% 104
2023
Q4 		$367K Buy
8,853
+1,961
+28% +$77.7K 0.18% 103
2023
Q3 		$268K Buy
+6,892
New +$275K 0.14% 118

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

Investment Partners's AOM Position: Q2 2026 in Review

Investment Partners increased its iShares Core Moderate Allocation ETF (AOM) stake by 0.62% in Q2 2026, buying an estimated $3.19K and bringing the position to 10,606 shares worth $529K. The position accounts for 0.17% of the portfolio, ranked #110.

Investment Partners first reported a position in AOM in Q3 2023 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Investment Partners held 10,606 shares of iShares Core Moderate Allocation ETF worth $529K as of Q2 2026.
  • Investment Partners bought 65 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $3.19K.
  • iShares Core Moderate Allocation ETF made up 0.17% of Investment Partners's portfolio in Q2 2026, its #110 holding.
  • Investment Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2023 and has held it in 12 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.