iShares S&P Moderate Allocation Fund ETF shares owned by Compass Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Compass Financial Group
from 13F filings
Historical chart of Compass Financial Group 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 Compass Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $229k | 5.1k | 45.12 |
| 2024-06-30 | $244k | 5.7k | 43.01 |
| 2024-03-31 | $272k | 6.4k | 42.78 |
| 2023-12-31 | $336k | 8.1k | 41.51 |
| 2023-09-30 | $337k | 8.7k | 38.93 |
| 2023-06-30 | $375k | 9.3k | 40.41 |
| 2023-03-31 | $418k | 11k | 39.86 |
| 2022-12-31 | $474k | 13k | 38.01 |
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