UW
Unique Wealth’s iShares Core Moderate Allocation ETF AOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
14,286
-1,300
| -8% | -$59.9K | 0.11% | 100 |
|
|
2025
Q1 | $684K | Buy |
15,586
+6,679
| +75% | +$293K | 0.13% | 91 |
|
|
2024
Q4 | $387K | Buy |
8,907
+30
| +0.3% | +$1.3K | 0.08% | 101 |
|
|
2024
Q3 | $400K | Sell |
8,877
-219
| -2% | -$9.88K | 0.09% | 86 |
|
|
2024
Q2 | $391K | Buy |
9,096
+97
| +1% | +$4.17K | 0.1% | 69 |
|
|
2024
Q1 | $385K | Hold |
8,999
| – | – | 0.11% | 66 |
|
|
2023
Q4 | $374K | Sell |
8,999
-75
| -0.8% | -$3.11K | 0.12% | 63 |
|
|
2023
Q3 | $353K | Buy |
9,074
+90
| +1% | +$3.5K | 0.15% | 63 |
|
|
2023
Q2 | $363K | Buy |
8,984
+575
| +7% | +$23.2K | 0.16% | 49 |
|
|
2023
Q1 | $335K | Buy |
8,409
+17
| +0.2% | +$678 | 0.16% | 39 |
|
|
2022
Q4 | $319K | Buy |
+8,392
| New | +$319K | 0.17% | 41 |
|