iShares S&P Moderate Allocation Fund ETF shares owned by Buckingham Strategic Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Buckingham Strategic Partners
from 13F filings
Historical chart of Buckingham Strategic Partners 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 Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Buckingham Strategic Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $304k | 6.6k | 46.04 |
| 2025-03-31 | $290k | 6.6k | 43.88 |
| 2024-12-31 | $209k | 4.8k | 43.44 |
| 2024-09-30 | $320k | 7.1k | 45.11 |
| 2023-03-31 | $205k | 5.1k | 39.87 |
| 2022-12-31 | $202k | 5.3k | 38.02 |
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