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

&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 		– Sell
-4,990
Closed -$236K – 2513
2026
Q1 		$236K Sell
4,990
-300
-6% -$14.5K ﹤0.01% 2148
2025
Q4 		$252K Sell
5,290
-675
-11% -$32.3K ﹤0.01% 2016
2025
Q3 		$284K Buy
5,965
+609
+11% +$28.3K ﹤0.01% 1785
2025
Q2 		$247K Buy
+5,356
New +$237K ﹤0.01% 1726

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

&Partners's AOM Position: Q2 2026 in Review

&Partners sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2026, closing a stake of 4,990 shares — an estimated $236K sold.

&Partners first reported a position in AOM in Q2 2025 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • &Partners reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • &Partners sold 4,990 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $236K.
  • &Partners first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and held it in 4 quarters.
  • &Partners's iShares Core Moderate Allocation ETF position peaked at $284K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.