iShares S&P Moderate Allocation Fund ETF shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning 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 Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $364k | 7.6k | 47.58 |
| 2025-06-30 | $286k | 6.2k | 46.04 |
| 2025-03-31 | $217k | 4.9k | 43.88 |
| 2024-12-31 | $230k | 5.3k | 43.44 |
| 2024-09-30 | $311k | 6.9k | 45.11 |
| 2018-12-31 | $328k | 9.2k | 35.68 |
| 2017-06-30 | $394k | 11k | 37.28 |
| 2017-03-31 | $21k | 570 | 36.84 |
| 2016-12-31 | $20k | 570 | 35.09 |
| 2016-09-30 | $37k | 1.0k | 35.75 |
| 2016-06-30 | $36k | 1.0k | 35.16 |
| 2016-03-31 | $46k | 1.3k | 35.09 |
| 2015-12-31 | $44k | 1.3k | 34.27 |
| 2015-09-30 | $60k | 1.8k | 33.75 |
| 2015-03-31 | $60k | 1.7k | 35.46 |
| 2014-12-31 | $47k | 1.3k | 35.21 |
| 2014-09-30 | $47k | 1.3k | 35.21 |
| 2014-06-30 | $25k | 705 | 35.46 |
| 2014-03-31 | $21k | 593 | 35.41 |
| 2013-12-31 | $20k | 593 | 33.73 |
| 2013-09-30 | $11k | 342 | 32.16 |
| 2013-06-30 | $2.0k | 70 | 28.57 |
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