iShares S&P Moderate Allocation Fund ETF shares owned by Atlas Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Atlas Private Wealth Advisors
from 13F filings
Historical chart of Atlas Private 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 Atlas Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $386k | 8.4k | 46.04 |
| 2025-03-31 | $368k | 8.4k | 43.88 |
| 2024-12-31 | $380k | 8.8k | 43.44 |
| 2021-09-30 | $104k | 2.3k | 44.91 |
| 2021-06-30 | $84k | 1.9k | 44.97 |
| 2021-03-31 | $81k | 1.9k | 43.36 |
| 2020-12-31 | $109k | 2.5k | 43.29 |
| 2020-09-30 | $131k | 3.2k | 40.91 |
| 2020-06-30 | $134k | 3.4k | 39.89 |
More positions owned by Atlas Private Wealth Advisors
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