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 Q3	$143K	Buy	+2,925	New	+$145K	﹤0.01%	576
2026 Q2	–	Sell	-2,925	Closed	-$139K	–	559
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's AOM Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Core Moderate Allocation ETF (AOM) in Q3 2026: 2,925 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AOM as recently as Q1 2026.

Root Financial Partners first reported a position in AOM in Q3 2025 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

Root Financial Partners held 2,925 shares of iShares Core Moderate Allocation ETF worth $143K as of Q3 2026.
iShares Core Moderate Allocation ETF was a new Root Financial Partners position in Q3 2026.
iShares Core Moderate Allocation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #576 holding.
Root Financial Partners first reported a position in iShares Core Moderate Allocation ETF in Q3 2025 and has held it in 4 quarters since.
232 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.