iShares S&P Moderate Allocation Fund ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $624k | 13k | 47.58 |
| 2025-06-30 | $563k | 12k | 46.04 |
| 2024-12-31 | $245k | 5.6k | 43.44 |
| 2024-09-30 | $246k | 5.4k | 45.11 |
| 2024-06-30 | $207k | 4.8k | 43.01 |
More positions owned by Concurrent Investment Advisors
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Top funds holding iShares S&P Moderate Allocation Fund ETF
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