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iShares S&P Moderate Allocation Fund ETF shares owned by Mutual Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Mutual Advisors from 13F filings

Historical chart of Mutual Advisors investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Mutual Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Mutual Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 69k 42.78
2023-12-31 $2.8M 68k 41.51
2023-09-30 $2.6M 66k 38.93
2023-06-30 $2.6M 63k 40.41
2023-03-31 $3.1M 77k 39.86
2022-12-31 $2.6M 68k 38.01
2022-09-30 $2.2M 61k 36.62
2022-06-30 $2.3M 58k 38.95
2022-03-31 $2.3M 54k 42.97
2021-12-31 $2.2M 47k 45.47
2021-09-30 $1.8M 41k 44.74
2021-06-30 $1.4M 31k 45.05
2021-03-31 $701k 16k 43.57
2020-12-31 $564k 13k 43.23
2020-09-30 $535k 13k 41.03
2020-06-30 $400k 10k 39.92
2020-03-31 $387k 11k 36.75
2019-12-31 $433k 11k 40.12
2019-09-30 $298k 7.6k 39.23
2019-06-30 $296k 7.6k 39.00
2019-03-31 $303k 8.0k 38.08
2018-12-31 $294k 8.2k 35.69
2018-09-30 $333k 8.8k 37.94
2018-06-30 $329k 8.8k 37.52
2018-03-31 $331k 8.8k 37.76
2017-12-31 $349k 9.2k 38.01