MPS Loria Financial Planners’s iShares Core Moderate Allocation ETF AOM Stock Holding History

MPS Loria Financial Planners’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	$508K	Buy	10,725 +175	+2%	+$8.44K	0.13%	46
2025 Q4	$504K	Buy	10,550 +596	+6%	+$28.5K	0.13%	48
2025 Q3	$474K	Buy	9,954 +297	+3%	+$13.8K	0.13%	50
2025 Q2	$445K	Buy	9,657 +1,631	+20%	+$72.1K	0.13%	50
2025 Q1	$352K	Buy	+8,026	New	+$353K	0.1%	56

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

MPS Loria Financial Planners's AOM Position: Q1 2026 in Review

MPS Loria Financial Planners increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.7% in Q1 2026, buying an estimated $8.44K and bringing the position to 10,725 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #46.

MPS Loria Financial Planners first reported a position in AOM in Q1 2025 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

MPS Loria Financial Planners held 10,725 shares of iShares Core Moderate Allocation ETF worth $508K as of Q1 2026.
MPS Loria Financial Planners bought 175 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $8.44K.
iShares Core Moderate Allocation ETF made up 0.13% of MPS Loria Financial Planners's portfolio in Q1 2026, its #46 holding.
MPS Loria Financial Planners first reported a position in iShares Core Moderate Allocation ETF in Q1 2025 and has held it in 5 quarters since.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.