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iShares S&P Moderate Allocation Fund ETF shares owned by Fiduciary Financial Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Fiduciary Financial Group from 13F filings

Historical chart of Fiduciary Financial Group 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 Fiduciary Financial Group 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 Fiduciary Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 5.0k 47.58
2025-06-30 $226k 4.9k 45.99
2025-03-31 $206k 4.9k 42.18
2024-12-31 $209k 4.9k 42.94
2024-09-30 $230k 5.2k 44.46
2024-06-30 $201k 4.6k 43.76