iShares S&P Moderate Allocation Fund ETF shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess 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 Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $862k | 18k | 47.58 |
| 2025-06-30 | $858k | 19k | 46.04 |
| 2025-03-31 | $328k | 7.5k | 43.88 |
| 2024-12-31 | $2.4M | 56k | 43.44 |
| 2024-09-30 | $337k | 7.5k | 45.11 |
| 2024-06-30 | $321k | 7.5k | 43.01 |
| 2024-03-31 | $319k | 7.5k | 42.78 |
| 2023-12-31 | $303k | 7.3k | 41.51 |
| 2023-09-30 | $284k | 7.3k | 38.93 |
| 2023-06-30 | $295k | 7.3k | 40.41 |
| 2023-03-31 | $291k | 7.3k | 39.86 |
| 2022-12-31 | $278k | 7.3k | 38.01 |
| 2022-09-30 | $277k | 7.6k | 36.65 |
| 2022-06-30 | $294k | 7.6k | 38.91 |
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