iShares S&P Moderate Allocation Fund ETF shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $478k | 11k | 42.78 |
| 2023-12-31 | $456k | 11k | 41.51 |
| 2023-09-30 | $416k | 11k | 38.93 |
| 2023-06-30 | $424k | 11k | 40.41 |
| 2023-03-31 | $424k | 11k | 39.86 |
| 2022-12-31 | $410k | 11k | 38.01 |
| 2022-09-30 | $395k | 11k | 36.65 |
| 2022-06-30 | $570k | 15k | 38.99 |
| 2022-03-31 | $679k | 16k | 42.94 |
| 2021-12-31 | $745k | 16k | 45.47 |
| 2021-09-30 | $722k | 16k | 44.73 |
| 2021-06-30 | $707k | 16k | 45.05 |
| 2021-03-31 | $658k | 15k | 43.56 |
| 2020-12-31 | $653k | 15k | 43.23 |
| 2020-09-30 | $575k | 14k | 41.08 |
| 2020-06-30 | $601k | 15k | 39.89 |
| 2020-03-31 | $442k | 12k | 36.76 |
| 2019-12-31 | $661k | 17k | 40.13 |
| 2018-12-31 | $1.8M | 51k | 35.68 |
| 2018-09-30 | $42k | 1.1k | 37.50 |
| 2018-03-31 | $42k | 1.1k | 37.50 |
| 2017-12-31 | $79k | 2.1k | 38.16 |
| 2015-06-30 | $1.3M | 38k | 35.26 |
| 2015-03-31 | $1.3M | 38k | 35.66 |
| 2014-12-31 | $2.4M | 69k | 35.17 |
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