iShares S&P Moderate Allocation Fund ETF shares owned by AE Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE 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 AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 26k | 47.58 |
| 2025-06-30 | $4.8M | 104k | 46.04 |
| 2025-03-31 | $827k | 19k | 43.88 |
| 2024-12-31 | $854k | 20k | 43.44 |
| 2024-09-30 | $691k | 15k | 45.11 |
| 2024-06-30 | $740k | 17k | 43.01 |
| 2024-03-31 | $0 | 17k | 0.00 |
| 2023-12-31 | $7.9M | 192k | 41.37 |
| 2023-09-30 | $9.6M | 246k | 38.93 |
| 2023-06-30 | $6.9M | 170k | 40.41 |
| 2023-03-31 | $8.1M | 203k | 39.86 |
| 2022-12-31 | $7.4M | 195k | 38.01 |
| 2022-09-30 | $7.5M | 205k | 36.61 |
| 2022-06-30 | $7.4M | 191k | 38.96 |
| 2022-03-31 | $53M | 1.2M | 42.97 |
| 2021-12-31 | $19M | 412k | 45.47 |
| 2021-09-30 | $58M | 1.3M | 44.74 |
| 2021-06-30 | $9.1M | 202k | 45.05 |
| 2021-03-31 | $50M | 1.1M | 43.55 |
| 2020-12-31 | $44M | 1.0M | 43.20 |
| 2020-09-30 | $1.7M | 43k | 41.06 |
| 2020-06-30 | $1.7M | 42k | 39.86 |
| 2020-03-31 | $1.4M | 39k | 36.73 |
| 2019-12-31 | $3.5M | 86k | 40.14 |
| 2019-09-30 | $8.9M | 227k | 39.29 |
| 2019-06-30 | $1.1M | 28k | 39.03 |
| 2019-03-31 | $817k | 22k | 38.05 |
| 2018-12-31 | $632k | 18k | 35.67 |
| 2018-09-30 | $400k | 11k | 37.85 |
| 2018-06-30 | $281k | 7.5k | 37.57 |
| 2018-03-31 | $291k | 7.7k | 37.78 |
| 2017-12-31 | $511k | 13k | 38.07 |
| 2017-09-30 | $293k | 7.7k | 37.99 |
| 2017-06-30 | $234k | 6.3k | 37.30 |
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