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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
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 $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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

&Partners's AOM Position: Q1 2026 in Review

&Partners reduced its iShares Core Moderate Allocation ETF (AOM) stake by 5.7% in Q1 2026, selling an estimated $14.5K and leaving 4,990 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

&Partners first reported a position in AOM in Q2 2025 and has held it in 4 quarters since. The position peaked at $284K in Q3 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

  • &Partners held 4,990 shares of iShares Core Moderate Allocation ETF worth $236K as of Q1 2026.
  • &Partners sold 300 iShares Core Moderate Allocation ETF shares in Q1 2026, an estimated $14.5K.
  • iShares Core Moderate Allocation ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2148 holding.
  • &Partners first reported a position in iShares Core Moderate Allocation ETF in Q2 2025 and has held it in 4 quarters since.
  • &Partners's iShares Core Moderate Allocation ETF position peaked at $284K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.