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iShares S&P Moderate Allocation Fund ETF shares owned by Centaurus Financial

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Centaurus Financial from 13F filings

Historical chart of Centaurus Financial 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 Centaurus Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Centaurus Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $570k 13k 45.12
2024-06-30 $561k 13k 43.01
2024-03-31 $559k 13k 42.79
2023-12-31 $539k 13k 41.52
2023-09-30 $507k 13k 38.92
2023-06-30 $382k 9.4k 40.46
2023-03-31 $414k 10k 39.87
2022-12-31 $395k 10k 37.98
2022-09-30 $378k 10k 36.60
2022-06-30 $216k 5.5k 38.94
2022-03-31 $226k 5.3k 43.02
2021-12-31 $193k 4.3k 45.40
2021-09-30 $187k 4.2k 44.85
2021-06-30 $213k 4.7k 45.14
2021-03-31 $455k 10k 43.60
2020-12-31 $160k 3.7k 43.31
2020-09-30 $165k 4.0k 41.13
2020-06-30 $108k 2.7k 40.01
2020-03-31 $142k 3.9k 36.63
2019-12-31 $228k 5.7k 40.04
2019-09-30 $242k 6.2k 39.23
2019-06-30 $250k 6.4k 38.97
2019-03-31 $187k 4.9k 38.05
2018-12-31 $5.0k 177 28.25
2018-09-30 $646 17 38.00
2018-06-30 $678k 18k 37.55
2018-03-31 $136k 3.6k 37.79