Global Financial Private Client’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Hold |
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|
2025
Q1 | $882K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $829K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $764K | Buy |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $606K | Buy |
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|
2022
Q3 | $576K | Buy |
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|
2022
Q2 | $592K | Buy |
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|
2022
Q1 | $629K | Buy |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $608K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.2K | Hold |
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|
2020
Q3 | $2.1K | Hold |
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|
2020
Q2 | $2.04K | Hold |
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|
2020
Q1 | $1.84K | Hold |
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|
2019
Q4 | $2.05K | Buy |
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