Unique Wealth’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 | $658K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $391K | Buy |
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|
2024
Q1 | $385K | Hold |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $353K | Buy |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $319K | Buy |
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