iShares S&P Moderate Allocation Fund ETF shares owned by J.w. Cole Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by J.w. Cole Advisors
from 13F filings
Historical chart of J.w. Cole 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 J.w. Cole Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $602k | 14k | 42.78 |
| 2023-12-31 | $748k | 18k | 41.51 |
| 2023-09-30 | $770k | 20k | 38.93 |
| 2023-06-30 | $816k | 20k | 40.41 |
| 2023-03-31 | $4.3M | 108k | 39.86 |
| 2022-12-31 | $770k | 20k | 38.01 |
| 2022-09-30 | $1.2M | 34k | 36.60 |
| 2022-06-30 | $832k | 21k | 38.97 |
| 2022-03-31 | $112k | 1.6M | 0.07 |
| 2021-12-31 | $799k | 18k | 45.45 |
| 2021-06-30 | $756k | 17k | 45.04 |
| 2021-03-31 | $512k | 12k | 43.52 |
| 2020-12-31 | $231k | 5.4k | 43.14 |
| 2020-09-30 | $1.4M | 33k | 41.06 |
| 2019-12-31 | $1.0M | 25k | 40.15 |
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