iShares S&P Moderate Allocation Fund ETF shares owned by GW & Wade
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by GW & Wade
from 13F filings
Historical chart of GW & Wade 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 GW & Wade
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.4M | 34k | 41.50 |
| 2023-09-30 | $1.3M | 32k | 38.94 |
| 2023-06-30 | $1.3M | 32k | 40.40 |
| 2023-03-31 | $1.3M | 32k | 39.85 |
| 2022-12-31 | $1.2M | 32k | 38.01 |
| 2022-09-30 | $961k | 26k | 36.61 |
| 2022-06-30 | $1.0M | 26k | 38.97 |
| 2022-03-31 | $1.1M | 26k | 42.97 |
| 2021-12-31 | $1.2M | 26k | 45.49 |
| 2021-09-30 | $1.2M | 26k | 44.72 |
| 2021-06-30 | $1.2M | 26k | 45.07 |
| 2021-03-31 | $1.4M | 33k | 43.56 |
| 2020-12-31 | $1.1M | 25k | 43.20 |
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