GFPC
Global Financial Private Client’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Hold |
20,101
| – | – | 0.35% | 83 |
|
|
2025
Q1 | $882K | Buy |
20,101
+1,644
| +9% | +$72.1K | 0.34% | 81 |
|
|
2024
Q4 | $802K | Buy |
18,457
+89
| +0.5% | +$3.87K | 0.3% | 89 |
|
|
2024
Q3 | $829K | Buy |
18,368
+55
| +0.3% | +$2.48K | 0.32% | 85 |
|
|
2024
Q2 | $788K | Buy |
18,313
+373
| +2% | +$16K | 0.33% | 86 |
|
|
2024
Q1 | $764K | Buy |
17,940
+425
| +2% | +$18.1K | 0.33% | 88 |
|
|
2023
Q4 | $727K | Buy |
17,515
+410
| +2% | +$17K | 0.34% | 83 |
|
|
2023
Q3 | $662K | Buy |
17,105
+361
| +2% | +$14K | 0.34% | 76 |
|
|
2023
Q2 | $678K | Buy |
16,744
+419
| +3% | +$17K | 0.33% | 73 |
|
|
2023
Q1 | $654K | Buy |
16,325
+373
| +2% | +$14.9K | 0.34% | 70 |
|
|
2022
Q4 | $606K | Buy |
15,952
+419
| +3% | +$15.9K | 0.34% | 73 |
|
|
2022
Q3 | $576K | Buy |
15,533
+452
| +3% | +$16.8K | 0.33% | 76 |
|
|
2022
Q2 | $592K | Buy |
15,081
+456
| +3% | +$17.9K | 0.33% | 70 |
|
|
2022
Q1 | $629K | Buy |
14,625
+305
| +2% | +$13.1K | 0.3% | 73 |
|
|
2021
Q4 | $651K | Buy |
14,320
+423
| +3% | +$19.2K | 0.31% | 77 |
|
|
2021
Q3 | $623K | Buy |
13,897
+407
| +3% | +$18.3K | 0.32% | 80 |
|
|
2021
Q2 | $608K | Buy |
+13,490
| New | +$608K | 0.34% | 76 |
|
|
2021
Q1 | – | Sell |
-51
| Closed | -$2.2K | – | 575 |
|
|
2020
Q4 | $2.2K | Hold |
51
| – | – | ﹤0.01% | 414 |
|
|
2020
Q3 | $2.1K | Hold |
51
| – | – | ﹤0.01% | 403 |
|
|
2020
Q2 | $2.04K | Hold |
51
| – | – | ﹤0.01% | 444 |
|
|
2020
Q1 | $1.84K | Hold |
51
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $2.05K | Buy |
+51
| New | +$2.05K | ﹤0.01% | 476 |
|