iShares S&P Moderate Allocation Fund ETF shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in iShares S&P Moderate Allocation Fund ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Moderate Allocation Fund ETF held by Brandywine Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $210k | 4.8k | 43.44 |
| 2024-09-30 | $203k | 4.5k | 45.11 |
| 2023-03-31 | $214k | 5.4k | 39.86 |
| 2022-12-31 | $204k | 5.4k | 38.01 |
| 2022-09-30 | $202k | 5.5k | 36.48 |
| 2022-06-30 | $230k | 5.9k | 38.84 |
| 2022-03-31 | $248k | 5.8k | 42.86 |
| 2021-12-31 | $251k | 5.5k | 45.32 |
| 2021-09-30 | $216k | 4.8k | 44.74 |
| 2018-12-31 | $11k | 325 | 33.85 |
More positions owned by Brandywine Oak Private Wealth
View all positions for Brandywine Oak Private Wealth
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF