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 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

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

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 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 Fairfield, Iowa $43.3B AUM 29.3% 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Unique Wealth's AOM Position: Q2 2026 in Review

Unique Wealth increased its iShares Core Moderate Allocation ETF (AOM) stake by 40% in Q2 2026, buying an estimated $207K and bringing the position to 14,722 shares worth $734K. The position accounts for 0.09% of the portfolio, ranked #121.

Unique Wealth first reported a position in AOM in Q4 2022 and has held it in 15 quarters since. 122 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Unique Wealth held 14,722 shares of iShares Core Moderate Allocation ETF worth $734K as of Q2 2026.
Unique Wealth bought 4,221 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $207K.
iShares Core Moderate Allocation ETF made up 0.09% of Unique Wealth's portfolio in Q2 2026, its #121 holding.
Unique Wealth first reported a position in iShares Core Moderate Allocation ETF in Q4 2022 and has held it in 15 quarters since.
122 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.