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Hldgs shares owned by Iams Wealth Management

Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Iams Wealth Management from 13F filings

Historical chart of Iams Wealth Management investment in Hldgs

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All positions including Hldgs held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hldgs by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $358k 3.2k 111.82
2025-09-30 $270k 2.8k 96.50

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
United Parcel Service CL B (UPS)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Meta Platforms Cl A (META)
First Tr Exchange Traded Nasd Tech Div (TDIV)

View all positions for Iams Wealth Management

Top funds holding Hldgs

Vanguard Group
BlackRock
Capital Research and Management Company - Division 3
PRIMECAP Management Company
Sanders Capital
FMR
State Street Corporation
Citadel Advisors
Geode Capital Management
Susquehanna International
Capital World Investors
Dimensional Fund Advisors
Barclays
Par Capital Management
Jane Street

View all funds holding Hldgs