iShares S&P Moderate Allocation Fund ETF shares owned by Cornerstone Planning Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Cornerstone Planning Group
from 13F filings
Historical chart of Cornerstone Planning 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 Cornerstone Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $176k | 3.7k | 47.88 |
| 2025-06-30 | $188k | 4.1k | 46.00 |
| 2025-03-31 | $190k | 4.4k | 43.01 |
| 2024-12-31 | $171k | 3.9k | 43.93 |
| 2024-09-30 | $141k | 3.2k | 44.27 |
| 2024-03-31 | $164k | 3.9k | 42.03 |
| 2023-12-31 | $147k | 3.5k | 41.51 |
| 2023-09-30 | $112k | 2.9k | 38.93 |
| 2023-06-30 | $109k | 2.7k | 40.40 |
| 2022-12-31 | $99k | 2.5k | 39.46 |
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