iShares S&P Moderate Allocation Fund ETF shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio 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 Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $271k | 5.7k | 47.58 |
| 2025-06-30 | $262k | 5.7k | 46.04 |
| 2025-03-31 | $250k | 5.7k | 43.88 |
| 2024-12-31 | $248k | 5.7k | 43.44 |
| 2024-09-30 | $256k | 5.7k | 45.11 |
| 2024-06-30 | $244k | 5.7k | 43.01 |
| 2024-03-31 | $252k | 5.9k | 42.78 |
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