iShares S&P Moderate Allocation Fund ETF shares owned by Ellenbecker Investment Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Ellenbecker Investment Group
from 13F filings
Historical chart of Ellenbecker Investment 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 Ellenbecker Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 40k | 45.11 |
| 2024-06-30 | $1.6M | 38k | 43.01 |
| 2024-03-31 | $1.2M | 27k | 42.78 |
| 2023-12-31 | $1.0M | 25k | 41.51 |
| 2023-09-30 | $692k | 18k | 38.89 |
| 2023-06-30 | $521k | 13k | 40.36 |
| 2023-03-31 | $513k | 13k | 39.80 |
| 2022-12-31 | $465k | 12k | 37.93 |
| 2022-09-30 | $583k | 16k | 36.55 |
| 2022-06-30 | $615k | 16k | 38.92 |
| 2022-03-31 | $589k | 14k | 42.97 |
| 2021-12-31 | $517k | 11k | 45.40 |
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