iShares S&P Moderate Allocation Fund ETF shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $22k | 522 | 42.78 |
| 2023-12-31 | $22k | 522 | 41.51 |
| 2023-09-30 | $20k | 522 | 38.93 |
| 2023-06-30 | $154k | 3.8k | 40.41 |
| 2023-03-31 | $152k | 3.8k | 39.86 |
| 2022-12-31 | $145k | 3.8k | 38.01 |
| 2022-09-30 | $19k | 522 | 36.40 |
| 2022-06-30 | $20k | 522 | 38.31 |
| 2022-03-31 | $22k | 522 | 42.15 |
| 2021-12-31 | $24k | 522 | 45.98 |
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