Fort Henry Capital »

iShares S&P Moderate Allocation Fund ETF shares owned by Fort Henry Capital

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Fort Henry Capital from 13F filings

Historical chart of Fort Henry Capital investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Fort Henry Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Fort Henry Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 25k 42.78
2023-12-31 $1.0M 25k 41.51
2023-09-30 $949k 24k 38.93
2023-06-30 $989k 25k 40.41
2023-03-31 $981k 25k 39.86
2022-12-31 $933k 25k 38.01
2022-09-30 $895k 24k 36.62
2022-06-30 $1.0M 27k 38.95
2022-03-31 $1.2M 27k 42.95
2021-12-31 $1.3M 28k 45.45
2021-09-30 $1.3M 29k 44.75
2021-06-30 $1.3M 30k 45.06
2021-03-31 $1.3M 30k 43.56
2020-12-31 $1.3M 30k 43.21