iShares S&P Moderate Allocation Fund ETF shares owned by Marino, Stram & Associates
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Marino, Stram & Associates
from 13F filings
Historical chart of Marino, Stram & Associates 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 Marino, Stram & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $723k | 17k | 42.78 |
| 2023-12-31 | $778k | 19k | 41.51 |
| 2023-09-30 | $746k | 19k | 38.93 |
| 2023-06-30 | $798k | 20k | 40.41 |
| 2023-03-31 | $840k | 21k | 39.86 |
| 2022-12-31 | $801k | 21k | 38.01 |
| 2022-09-30 | $1.0M | 28k | 36.62 |
| 2022-06-30 | $813k | 21k | 38.96 |
| 2022-03-31 | $913k | 21k | 42.99 |
| 2021-12-31 | $966k | 21k | 45.48 |
| 2021-09-30 | $949k | 21k | 44.73 |
| 2021-03-31 | $962k | 22k | 43.57 |
| 2020-12-31 | $956k | 22k | 43.21 |
| 2020-09-30 | $907k | 22k | 41.05 |
| 2020-06-30 | $886k | 22k | 39.87 |
| 2020-03-31 | $795k | 22k | 36.74 |
| 2019-12-31 | $1.0M | 25k | 40.13 |
| 2019-09-30 | $994k | 25k | 39.30 |
| 2019-06-30 | $1.1M | 28k | 39.02 |
| 2019-03-31 | $1.1M | 28k | 38.06 |
| 2018-12-31 | $1.0M | 29k | 35.69 |
| 2018-09-30 | $1.1M | 30k | 37.88 |
| 2018-06-30 | $1.1M | 30k | 37.54 |
| 2018-03-31 | $1.2M | 33k | 37.78 |
| 2017-12-31 | $1.2M | 33k | 38.04 |
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