iShares S&P Moderate Allocation Fund ETF shares owned by Adams Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Adams Wealth Management
from 13F filings
Historical chart of Adams 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 Adams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $204k | 4.3k | 47.58 |
| 2025-06-30 | $221k | 4.8k | 46.04 |
| 2024-12-31 | $223k | 5.1k | 43.44 |
| 2024-09-30 | $210k | 4.7k | 45.11 |
| 2024-06-30 | $204k | 4.7k | 43.01 |
| 2024-03-31 | $273k | 6.4k | 42.78 |
| 2023-12-31 | $278k | 6.7k | 41.51 |
| 2023-09-30 | $424k | 11k | 38.93 |
| 2023-06-30 | $456k | 11k | 40.41 |
| 2023-03-31 | $434k | 11k | 39.86 |
| 2022-12-31 | $415k | 11k | 38.01 |
| 2022-09-30 | $353k | 9.6k | 36.65 |
| 2022-06-30 | $246k | 6.3k | 38.95 |
| 2022-03-31 | $230k | 5.4k | 42.92 |
| 2021-12-31 | $260k | 5.7k | 45.45 |
| 2021-09-30 | $291k | 6.5k | 44.73 |
| 2021-06-30 | $294k | 6.5k | 45.07 |
| 2021-03-31 | $264k | 6.1k | 43.59 |
| 2020-12-31 | $266k | 6.2k | 43.20 |
| 2020-09-30 | $318k | 7.7k | 41.06 |
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