Unique Wealth
AOM icon

Unique Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Unique Wealth’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
Q3 		$743K Buy
15,237
+515
+3% +$25.5K 0.08% 121
2026
Q2 		$734K Buy
14,722
+4,221
+40% +$207K 0.09% 121
2026
Q1 		$497K Sell
10,501
-4,229
-29% -$204K 0.07% 123
2025
Q4 		$703K Buy
14,730
+551
+4% +$26.3K 0.1% 108
2025
Q3 		$675K Sell
14,179
-107
-0.7% -$4.97K 0.1% 100
2025
Q2 		$658K Sell
14,286
-1,300
-8% -$57.4K 0.11% 100
2025
Q1 		$684K Buy
15,586
+6,679
+75% +$294K 0.13% 91
2024
Q4 		$387K Buy
8,907
+30
+0.3% +$1.33K 0.08% 101
2024
Q3 		$400K Sell
8,877
-219
-2% -$9.6K 0.09% 86
2024
Q2 		$391K Buy
9,096
+97
+1% +$4.11K 0.1% 69
2024
Q1 		$385K Hold
8,999
– – 0.11% 66
2023
Q4 		$374K Sell
8,999
-75
-0.8% -$2.97K 0.12% 63
2023
Q3 		$353K Buy
9,074
+90
+1% +$3.6K 0.15% 63
2023
Q2 		$363K Buy
8,984
+575
+7% +$23K 0.16% 49
2023
Q1 		$335K Buy
8,409
+17
+0.2% +$668 0.16% 39
2022
Q4 		$319K Buy
+8,392
New +$318K 0.17% 41

Other funds holding AOM

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Unique Wealth's AOM Position: Q3 2026 in Review

Unique Wealth increased its iShares Core Moderate Allocation ETF (AOM) stake by 3.5% in Q3 2026, buying an estimated $25.5K and bringing the position to 15,237 shares worth $743K. The position accounts for 0.08% of the portfolio, ranked #121.

Unique Wealth first reported a position in AOM in Q4 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Unique Wealth held 15,237 shares of iShares Core Moderate Allocation ETF worth $743K as of Q3 2026.
  • Unique Wealth bought 515 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $25.5K.
  • iShares Core Moderate Allocation ETF made up 0.08% of Unique Wealth's portfolio in Q3 2026, its #121 holding.
  • Unique Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 16 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.