iShares S&P Moderate Allocation Fund ETF shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory 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 Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 98k | 42.78 |
| 2023-12-31 | $5.5M | 133k | 41.51 |
| 2023-09-30 | $4.2M | 108k | 38.93 |
| 2023-06-30 | $3.7M | 91k | 40.41 |
| 2023-03-31 | $350k | 8.8k | 39.86 |
| 2022-12-31 | $334k | 8.8k | 38.01 |
| 2022-09-30 | $550k | 15k | 36.63 |
| 2022-03-31 | $286k | 6.7k | 43.00 |
| 2021-12-31 | $245k | 5.4k | 45.41 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF