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iShares S&P Moderate Allocation Fund ETF shares owned by Empirical Asset Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Empirical Asset Management from 13F filings

Historical chart of Empirical Asset Management 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 Empirical Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Empirical Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 5.6k 47.58
2025-06-30 $255k 5.5k 46.04
2025-03-31 $246k 5.6k 43.88
2024-12-31 $244k 5.6k 43.44
2024-09-30 $249k 5.5k 45.11
2024-06-30 $240k 5.6k 43.01