iShares S&P Moderate Allocation Fund ETF shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 5.0k | 47.49 |
| 2021-12-31 | $72k | 1.6k | 45.23 |
| 2021-09-30 | $164k | 3.7k | 44.75 |
| 2021-03-31 | $35k | 810 | 43.21 |
| 2020-12-31 | $10k | 233 | 42.92 |
| 2020-09-30 | $10k | 232 | 43.10 |
| 2020-06-30 | $1.1M | 27k | 39.85 |
| 2020-03-31 | $777k | 22k | 35.07 |
| 2019-12-31 | $46k | 1.2k | 39.76 |
| 2019-09-30 | $1.2M | 32k | 39.29 |
| 2019-06-30 | $637k | 16k | 39.03 |
| 2019-03-31 | $1.3M | 33k | 38.03 |
| 2018-12-31 | $239k | 6.7k | 35.54 |
| 2018-09-30 | $2.3M | 62k | 37.89 |
| 2018-06-30 | $805k | 22k | 37.52 |
| 2018-03-31 | $41k | 1.1k | 36.90 |
| 2017-12-31 | $223k | 5.9k | 38.01 |
| 2017-09-30 | $2.6M | 69k | 37.96 |
| 2017-06-30 | $647k | 17k | 37.23 |
| 2017-03-31 | $220k | 6.0k | 36.39 |
| 2016-12-31 | $13k | 374 | 34.76 |
| 2016-09-30 | $2.5M | 70k | 36.09 |
| 2016-06-30 | $247k | 7.0k | 35.29 |
| 2016-03-31 | $165k | 4.7k | 34.80 |
| 2015-12-31 | $982k | 34k | 29.35 |
| 2015-09-30 | $618k | 18k | 33.85 |
| 2015-06-30 | $34k | 973 | 34.94 |
| 2015-03-31 | $179k | 5.0k | 35.70 |
| 2014-12-31 | $149k | 4.2k | 35.08 |
| 2014-09-30 | $9.0k | 253 | 35.57 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF