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AOMAOM
10 quarters

Position history for FWFocus Partners Wealth's holdings in ISHARES CORE 40/60 MODERATE

Focus Partners Wealth holds 76,819 shares of AOM (ISHARES CORE 40/60 MODERATE), worth $3.8M as of 2026-Q2. The position was decreased (-0.3% shares). AOM represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$3.8M

Current Shares

76,819

Total Value Change

+$2.4M

Total Shares Change

+42,873

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
76,819
-0.3%
$3.8M0.0%$49.48
0
2026-Q1
Decreased
77,022
-0.9%
$3.6M0.0%$48.58
0
2025-Q4
Decreased
77,739
-0.6%
$3.7M0.0%$47.89
0
2025-Q3
Decreased
78,183
-4.4%
$3.7M0.0%$46.70
0
2025-Q2
Increased
81,764
+1.1%
$3.8M0.0%$44.75
27
2025-Q1
Increased
80,865
+21.3%
$3.5M0.0%$42.50
32
2024-Q4
New
66,642
-
$2.9M0.0%$42.13
36
2024-Q3
Exited
0
-100.0%
$00.0%$43.01
0
2024-Q2
Increased
67,946
+100.2%
$2.9M0.0%$40.65
42
2024-Q1
New
33,946
-
$1.4M0.0%$40.23
35

Other major holders of AOM: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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