UBS Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.59M | Buy |
33,481
+82
| +0.2% | +$3.96K | ﹤0.01% | 5175 |
|
|
2025
Q4 | $1.59M | Sell |
33,399
-2,582
| -7% | -$123K | ﹤0.01% | 5169 |
|
|
2025
Q3 | $1.71M | Buy |
35,981
+46
| +0.1% | +$2.14K | ﹤0.01% | 5104 |
|
|
2025
Q2 | $1.65M | Sell |
35,935
-21,786
| -38% | -$962K | ﹤0.01% | 5005 |
|
|
2025
Q1 | $2.53M | Sell |
57,721
-2,285
| -4% | -$101K | ﹤0.01% | 4493 |
|
|
2024
Q4 | $2.61M | Buy |
60,006
+661
| +1% | +$29.3K | ﹤0.01% | 4465 |
|
|
2024
Q3 | $2.68M | Sell |
59,345
-13,032
| -18% | -$571K | ﹤0.01% | 3705 |
|
|
2024
Q2 | $3.11M | Sell |
72,377
-11,286
| -13% | -$478K | ﹤0.01% | 3310 |
|
|
2024
Q1 | $3.58M | Sell |
83,663
-5,289
| -6% | -$221K | ﹤0.01% | 3333 |
|
|
2023
Q4 | $3.69M | Buy |
88,952
+30,384
| +52% | +$1.2M | ﹤0.01% | 3103 |
|
|
2023
Q3 | $2.28M | Buy |
58,568
+6,484
| +12% | +$259K | ﹤0.01% | 3315 |
|
|
2023
Q2 | $2.1M | Sell |
52,084
-2,929
| -5% | -$117K | ﹤0.01% | 3469 |
|
|
2023
Q1 | $2.19M | Sell |
55,013
-2,915
| -5% | -$115K | ﹤0.01% | 3321 |
|
|
2022
Q4 | $2.2M | Buy |
57,928
+25,763
| +80% | +$977K | ﹤0.01% | 3304 |
|
|
2022
Q3 | $1.18M | Sell |
32,165
-56,983
| -64% | -$2.23M | ﹤0.01% | 3617 |
|
|
2022
Q2 | $3.47M | Buy |
89,148
+47,909
| +116% | +$1.94M | ﹤0.01% | 2679 |
|
|
2022
Q1 | $1.77M | Sell |
41,239
-22,220
| -35% | -$968K | ﹤0.01% | 3548 |
|
|
2021
Q4 | $2.89M | Buy |
63,459
+7,721
| +14% | +$350K | ﹤0.01% | 3398 |
|
|
2021
Q3 | $2.49M | Buy |
55,738
+652
| +1% | +$29.6K | ﹤0.01% | 3386 |
|
|
2021
Q2 | $2.48M | Buy |
55,086
+6,155
| +13% | +$274K | ﹤0.01% | 3381 |
|
|
2021
Q1 | $2.13M | Buy |
48,931
+8,110
| +20% | +$353K | ﹤0.01% | 3501 |
|
|
2020
Q4 | $1.76M | Sell |
40,821
-1,451
| -3% | -$61.1K | ﹤0.01% | 3515 |
|
|
2020
Q3 | $1.74M | Buy |
42,272
+156
| +0.4% | +$6.39K | ﹤0.01% | 3179 |
|
|
2020
Q2 | $1.68M | Sell |
42,116
-95,195
| -69% | -$3.67M | ﹤0.01% | 3037 |
|
|
2020
Q1 | $5.04M | Buy |
137,311
+89,255
| +186% | +$3.5M | ﹤0.01% | 1921 |
|
|
2019
Q4 | $1.93M | Sell |
48,056
-1,481
| -3% | -$58.7K | ﹤0.01% | 3577 |
|
|
2019
Q3 | $1.95M | Sell |
49,537
-3,257
| -6% | -$127K | ﹤0.01% | 3309 |
|
|
2019
Q2 | $2.06M | Sell |
52,794
-1,303
| -2% | -$49.9K | ﹤0.01% | 3119 |
|
|
2019
Q1 | $2.06M | Sell |
54,097
-156,575
| -74% | -$5.81M | ﹤0.01% | 2968 |
|
|
2018
Q4 | $7.52M | Buy |
210,672
+185,153
| +726% | +$6.75M | ﹤0.01% | 1816 |
|
|
2018
Q3 | $967K | Sell |
25,519
-2,134
| -8% | -$80.5K | ﹤0.01% | 3879 |
|
|
2018
Q2 | $1.04M | Sell |
27,653
-1,025
| -4% | -$38.6K | ﹤0.01% | 3756 |
|
|
2018
Q1 | $1.08M | Sell |
28,678
-3,184
| -10% | -$121K | ﹤0.01% | 3645 |
|
|
2017
Q4 | $1.21M | Sell |
31,862
-1,320
| -4% | -$50.5K | ﹤0.01% | 3611 |
|
|
2017
Q3 | $1.26M | Buy |
33,182
+563
| +2% | +$21.1K | ﹤0.01% | 3519 |
|
|
2017
Q2 | $1.22M | Sell |
32,619
-6,820
| -17% | -$252K | ﹤0.01% | 3446 |
|
|
2017
Q1 | $1.43M | Sell |
39,439
-4,468
| -10% | -$160K | ﹤0.01% | 3230 |
|
|
2016
Q4 | $1.55M | Sell |
43,907
-693
| -2% | -$24.5K | ﹤0.01% | 3144 |
|
|
2016
Q3 | $1.61M | Sell |
44,600
-16,588
| -27% | -$594K | ﹤0.01% | 3040 |
|
|
2016
Q2 | $2.16M | Sell |
61,188
-5,605
| -8% | -$196K | ﹤0.01% | 2717 |
|
|
2016
Q1 | $2.32M | Sell |
66,793
-9,921
| -13% | -$334K | ﹤0.01% | 2547 |
|
|
2015
Q4 | $2.61M | Sell |
76,714
-39,125
| -34% | -$1.35M | ﹤0.01% | 2554 |
|
|
2015
Q3 | $3.92M | Buy |
115,839
+5,505
| +5% | +$190K | ﹤0.01% | 2126 |
|
|
2015
Q2 | $3.89M | Buy |
110,334
+5,900
| +6% | +$211K | ﹤0.01% | 2330 |
|
|
2015
Q1 | $3.72M | Buy |
104,434
+27,337
| +35% | +$967K | ﹤0.01% | 2333 |
|
|
2014
Q4 | $2.71M | Buy |
+77,097
| New | +$2.7M | ﹤0.01% | 2610 |
|
Other funds holding AOM
FIA
WFS
AA
