iShares S&P Moderate Allocation Fund ETF shares owned by Anchor Capital Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Anchor Capital Advisors
from 13F filings
Historical chart of Anchor Capital Advisors investment in iShares S&P Moderate Allocation Fund ETF
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All positions including iShares S&P Moderate Allocation Fund ETF held by Anchor Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Anchor Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $246k | 6.3k | 38.93 |
| 2023-06-30 | $276k | 6.8k | 40.41 |
| 2023-03-31 | $273k | 6.8k | 39.86 |
| 2022-12-31 | $260k | 6.8k | 38.01 |
| 2022-09-30 | $250k | 6.8k | 36.55 |
| 2022-06-30 | $266k | 6.8k | 38.89 |
| 2022-03-31 | $294k | 6.8k | 42.98 |
| 2021-12-31 | $311k | 6.8k | 45.47 |
| 2021-09-30 | $306k | 6.8k | 44.74 |
| 2021-06-30 | $343k | 7.6k | 45.01 |
| 2021-03-31 | $332k | 7.6k | 43.57 |
| 2020-12-31 | $329k | 7.6k | 43.18 |
| 2020-09-30 | $437k | 11k | 41.09 |
| 2020-06-30 | $424k | 11k | 39.87 |
| 2020-03-31 | $397k | 11k | 36.73 |
| 2019-12-31 | $434k | 11k | 40.15 |
| 2019-09-30 | $435k | 11k | 39.30 |
| 2019-06-30 | $454k | 12k | 39.05 |
| 2019-03-31 | $442k | 12k | 38.02 |
| 2018-12-31 | $1.3M | 37k | 35.67 |
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