iShares S&P Moderate Allocation Fund ETF shares owned by Royal Fund Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Royal Fund Management
from 13F filings
Historical chart of Royal Fund Management 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 Royal Fund Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 83k | 42.78 |
| 2023-12-31 | $3.2M | 78k | 41.52 |
| 2023-09-30 | $3.0M | 77k | 38.93 |
| 2023-06-30 | $3.0M | 74k | 40.41 |
| 2023-03-31 | $3.0M | 76k | 39.86 |
| 2022-12-31 | $2.9M | 76k | 38.01 |
| 2022-09-30 | $2.8M | 77k | 36.60 |
| 2022-06-30 | $3.0M | 78k | 38.95 |
| 2022-03-31 | $3.2M | 76k | 42.97 |
| 2021-12-31 | $3.1M | 67k | 45.46 |
| 2021-09-30 | $2.6M | 59k | 44.72 |
| 2021-06-30 | $2.2M | 50k | 45.03 |
| 2021-03-31 | $1.9M | 43k | 43.54 |
| 2020-12-31 | $1.4M | 32k | 43.19 |
| 2020-09-30 | $749k | 18k | 41.00 |
| 2020-06-30 | $489k | 12k | 39.79 |
| 2020-03-31 | $203k | 5.5k | 36.66 |
| 2019-12-31 | $44k | 1.1k | 39.82 |
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