iShares S&P Moderate Allocation Fund ETF shares owned by First Ascent Asset Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by First Ascent Asset Management
from 13F filings
Historical chart of First Ascent Asset 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 First Ascent Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $468k | 11k | 41.51 |
| 2023-09-30 | $433k | 11k | 38.93 |
| 2023-06-30 | $416k | 10k | 40.41 |
| 2023-03-31 | $341k | 8.5k | 39.86 |
| 2022-12-31 | $305k | 8.0k | 38.01 |
| 2022-09-30 | $224k | 6.1k | 36.57 |
| 2022-06-30 | $225k | 5.8k | 39.02 |
| 2022-03-31 | $209k | 4.9k | 43.00 |
| 2021-12-31 | $269k | 5.9k | 45.47 |
| 2021-09-30 | $636k | 14k | 44.71 |
| 2021-06-30 | $207k | 4.6k | 44.99 |
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