iShares S&P Moderate Allocation Fund ETF shares owned by Archvest Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Archvest Wealth Advisors
from 13F filings
Historical chart of Archvest Wealth Advisors 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 Archvest Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $259k | 5.6k | 46.04 |
| 2025-03-31 | $240k | 5.5k | 43.88 |
| 2024-12-31 | $275k | 6.3k | 43.44 |
| 2024-09-30 | $268k | 5.9k | 45.11 |
| 2024-06-30 | $255k | 6.0k | 42.91 |
| 2024-03-31 | $446k | 11k | 42.58 |
| 2023-12-31 | $434k | 11k | 41.51 |
| 2023-09-30 | $424k | 11k | 38.93 |
| 2023-06-30 | $514k | 13k | 40.41 |
| 2023-03-31 | $469k | 12k | 39.86 |
| 2022-12-31 | $448k | 12k | 38.01 |
| 2022-09-30 | $442k | 12k | 36.59 |
| 2022-06-30 | $489k | 13k | 39.00 |
| 2022-03-31 | $543k | 13k | 42.96 |
| 2021-12-31 | $554k | 12k | 45.48 |
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