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

Root Financial 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	$139K	Hold	2,925	–	–	0.01%	438
2025 Q4	$140K	Hold	2,925	–	–	0.01%	362
2025 Q3	$139K	Buy	+2,925	New	+$136K	0.01%	346

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 $322M AUM 22.19% 1-Year Est. Return

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

Root Financial Partners's AOM Position: Q1 2026 in Review

Root Financial Partners held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 2,925 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #438.

Root Financial Partners first reported a position in AOM in Q3 2025 and has held it in 3 quarters since. The position peaked at $140K in Q4 2025. 293 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Root Financial Partners held 2,925 shares of iShares Core Moderate Allocation ETF worth $139K as of Q1 2026.
Root Financial Partners left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #438 holding.
Root Financial Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's iShares Core Moderate Allocation ETF position peaked at $140K in Q4 2025.
293 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.