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

Root Financial Partners’s Portfolio AOM Stock Details AOM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139K	Hold
2025 Q4	$140K	Hold
2025 Q3	$139K	Buy