iShares S&P Moderate Allocation Fund ETF shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 44k | 47.58 |
| 2025-06-30 | $2.0M | 44k | 46.04 |
| 2025-03-31 | $1.9M | 44k | 43.88 |
| 2024-12-31 | $2.0M | 45k | 43.44 |
| 2024-09-30 | $2.0M | 45k | 45.11 |
| 2024-06-30 | $1.9M | 45k | 43.01 |
| 2024-03-31 | $2.1M | 50k | 42.78 |
| 2023-12-31 | $2.1M | 49k | 41.51 |
| 2023-09-30 | $2.4M | 62k | 38.93 |
| 2023-06-30 | $2.5M | 62k | 40.41 |
| 2023-03-31 | $2.4M | 61k | 39.86 |
| 2022-12-31 | $2.4M | 63k | 38.01 |
| 2022-09-30 | $3.0M | 82k | 36.62 |
| 2022-06-30 | $3.2M | 82k | 38.96 |
| 2022-03-31 | $3.6M | 83k | 42.97 |
| 2021-12-31 | $4.8M | 105k | 45.47 |
| 2021-09-30 | $4.8M | 107k | 44.74 |
| 2021-06-30 | $4.8M | 108k | 45.05 |
| 2021-03-31 | $4.9M | 113k | 43.55 |
| 2020-12-31 | $4.7M | 108k | 43.19 |
| 2020-09-30 | $2.3M | 55k | 41.05 |
| 2020-06-30 | $1.6M | 40k | 39.85 |
| 2020-03-31 | $1.4M | 39k | 36.74 |
| 2019-12-31 | $1.5M | 37k | 40.11 |
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