iShares S&P Moderate Allocation Fund ETF shares owned by Clear Creek Financial Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Clear Creek Financial Management
from 13F filings
Historical chart of Clear Creek Financial Management 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 Clear Creek Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Clear Creek Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $685k | 15k | 45.11 |
2024-06-30 | $655k | 15k | 43.01 |
2024-03-31 | $617k | 14k | 42.78 |
2023-12-31 | $650k | 16k | 41.51 |
2023-09-30 | $464k | 12k | 38.93 |
2023-06-30 | $475k | 12k | 40.41 |
2023-03-31 | $423k | 11k | 39.86 |
2022-12-31 | $382k | 10k | 38.01 |
2022-09-30 | $325k | 8.9k | 36.64 |
2022-06-30 | $359k | 9.2k | 38.98 |
2022-03-31 | $318k | 7.4k | 42.98 |
2021-12-31 | $335k | 7.4k | 45.44 |
2021-09-30 | $296k | 6.6k | 44.68 |
2021-06-30 | $275k | 6.1k | 45.05 |
2020-12-31 | $406k | 9.4k | 43.19 |
2020-06-30 | $387k | 9.7k | 39.81 |
2020-03-31 | $285k | 7.6k | 37.62 |
2019-12-31 | $270k | 6.8k | 39.83 |
2019-09-30 | $260k | 6.6k | 39.25 |
2019-06-30 | $246k | 6.3k | 38.95 |
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