iShares S&P Moderate Allocation Fund ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $303k | 7.3k | 41.51 |
| 2023-09-30 | $284k | 7.3k | 38.93 |
| 2023-06-30 | $295k | 7.3k | 40.41 |
| 2023-03-31 | $291k | 7.3k | 39.86 |
| 2022-12-31 | $278k | 7.3k | 38.01 |
| 2022-09-30 | $277k | 7.6k | 36.65 |
| 2022-06-30 | $294k | 7.6k | 38.91 |
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