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Global Financial Private Client’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Global Financial Private Client’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
Q2 		$1.06M Sell
21,238
-53
-0.2% -$2.6K 0.29% 106
2026
Q1 		$1.01M Buy
21,291
+318
+2% +$15.3K 0.33% 93
2025
Q4 		$1M Buy
20,973
+236
+1% +$11.3K 0.35% 86
2025
Q3 		$987K Buy
20,737
+636
+3% +$29.6K 0.35% 86
2025
Q2 		$925K Hold
20,101
– – 0.35% 83
2025
Q1 		$882K Buy
20,101
+1,644
+9% +$72.4K 0.34% 81
2024
Q4 		$802K Buy
18,457
+89
+0.5% +$3.95K 0.3% 89
2024
Q3 		$829K Buy
18,368
+55
+0.3% +$2.41K 0.32% 85
2024
Q2 		$788K Buy
18,313
+373
+2% +$15.8K 0.33% 86
2024
Q1 		$764K Buy
17,940
+425
+2% +$17.8K 0.33% 88
2023
Q4 		$727K Buy
17,515
+410
+2% +$16.3K 0.34% 83
2023
Q3 		$662K Buy
17,105
+361
+2% +$14.4K 0.34% 76
2023
Q2 		$678K Buy
16,744
+419
+3% +$16.7K 0.33% 73
2023
Q1 		$654K Buy
16,325
+373
+2% +$14.7K 0.34% 70
2022
Q4 		$606K Buy
15,952
+419
+3% +$15.9K 0.34% 73
2022
Q3 		$576K Buy
15,533
+452
+3% +$17.7K 0.33% 76
2022
Q2 		$592K Buy
15,081
+456
+3% +$18.4K 0.33% 70
2022
Q1 		$629K Buy
14,625
+305
+2% +$13.3K 0.3% 73
2021
Q4 		$651K Buy
14,320
+423
+3% +$19.2K 0.31% 77
2021
Q3 		$623K Buy
13,897
+407
+3% +$18.5K 0.32% 80
2021
Q2 		$608K Buy
+13,490
New +$601K 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 +$2.02K ﹤0.01% 476

Other funds holding AOM

WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Global Financial Private Client's AOM Position: Q2 2026 in Review

Global Financial Private Client reduced its iShares Core Moderate Allocation ETF (AOM) stake by 0.25% in Q2 2026, selling an estimated $2.6K and leaving 21,238 shares worth $1.06M. The position accounts for 0.29% of the portfolio, ranked #106.

Global Financial Private Client first reported a position in AOM in Q4 2019 and has held it in 26 quarters since. 135 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Global Financial Private Client held 21,238 shares of iShares Core Moderate Allocation ETF worth $1.06M as of Q2 2026.
  • Global Financial Private Client sold 53 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $2.6K.
  • iShares Core Moderate Allocation ETF made up 0.29% of Global Financial Private Client's portfolio in Q2 2026, its #106 holding.
  • Global Financial Private Client first reported a position in iShares Core Moderate Allocation ETF in Q4 2019 and has held it in 26 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.