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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly 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