iShares S&P Moderate Allocation Fund ETF shares owned by IFP Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors 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 IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.8k | 236 | 41.51 |
| 2023-09-30 | $614k | 16k | 38.93 |
| 2023-06-30 | $664k | 16k | 40.41 |
| 2023-03-31 | $481k | 13k | 37.75 |
| 2022-12-31 | $567k | 15k | 38.03 |
| 2022-09-30 | $595k | 16k | 38.08 |
| 2022-06-30 | $527k | 14k | 37.95 |
| 2022-03-31 | $527k | 14k | 37.95 |
| 2021-12-31 | $524k | 12k | 45.59 |
| 2021-09-30 | $427k | 9.5k | 44.84 |
| 2021-06-30 | $752k | 17k | 45.01 |
| 2021-03-31 | $354k | 8.1k | 43.49 |
| 2020-12-31 | $285k | 6.6k | 42.97 |
| 2020-09-30 | $249k | 6.1k | 41.13 |
| 2020-06-30 | $219k | 5.5k | 39.74 |
| 2020-03-31 | $139k | 3.7k | 37.35 |
| 2019-12-31 | $137k | 3.5k | 39.64 |
| 2019-09-30 | $182k | 4.6k | 39.16 |
| 2019-03-31 | $161k | 4.2k | 38.45 |
| 2018-12-31 | $346k | 9.7k | 35.60 |
| 2018-09-30 | $492k | 13k | 37.88 |
| 2018-06-30 | $482k | 13k | 37.55 |
| 2018-03-31 | $529k | 14k | 38.02 |
| 2017-12-31 | $529k | 14k | 38.02 |
| 2017-09-30 | $673k | 18k | 37.97 |
| 2017-06-30 | $649k | 17k | 37.27 |
| 2017-03-31 | $602k | 17k | 36.35 |
| 2016-12-31 | $537k | 15k | 35.26 |
| 2016-09-30 | $487k | 14k | 36.11 |
| 2016-06-30 | $467k | 13k | 35.27 |
| 2016-03-31 | $397k | 11k | 34.76 |
| 2015-12-31 | $380k | 11k | 34.09 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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