iShares S&P Moderate Allocation Fund ETF shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth 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 Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $723k | 17k | 42.78 |
| 2023-12-31 | $667k | 16k | 41.51 |
| 2023-09-30 | $640k | 16k | 38.93 |
| 2023-06-30 | $704k | 17k | 40.41 |
| 2023-03-31 | $696k | 18k | 39.86 |
| 2022-12-31 | $637k | 17k | 38.01 |
| 2022-09-30 | $623k | 17k | 36.61 |
| 2022-06-30 | $679k | 17k | 38.96 |
| 2022-03-31 | $772k | 18k | 42.97 |
| 2021-12-31 | $885k | 20k | 45.49 |
| 2021-09-30 | $868k | 19k | 44.74 |
| 2021-06-30 | $871k | 19k | 45.05 |
| 2021-03-31 | $883k | 20k | 43.56 |
| 2020-12-31 | $931k | 22k | 43.20 |
| 2020-09-30 | $882k | 22k | 41.04 |
| 2020-06-30 | $858k | 22k | 39.88 |
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