iShares S&P Moderate Allocation Fund ETF shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services 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 Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.7M | 40k | 41.51 |
| 2023-09-30 | $1.7M | 45k | 38.93 |
| 2023-06-30 | $1.6M | 39k | 40.41 |
| 2023-03-31 | $1.6M | 40k | 39.86 |
| 2022-12-31 | $1.5M | 41k | 38.01 |
| 2022-09-30 | $1.8M | 49k | 36.61 |
| 2022-06-30 | $2.0M | 51k | 38.96 |
| 2022-03-31 | $2.2M | 50k | 42.97 |
| 2021-12-31 | $2.3M | 50k | 45.48 |
| 2021-09-30 | $2.1M | 48k | 44.75 |
| 2021-06-30 | $2.1M | 47k | 45.05 |
| 2021-03-31 | $2.0M | 46k | 43.55 |
| 2020-12-31 | $2.8M | 65k | 43.18 |
| 2020-09-30 | $1.9M | 47k | 41.04 |
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