iShares S&P Moderate Allocation Fund ETF shares owned by Fort Henry Capital
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Fort Henry Capital
from 13F filings
Historical chart of Fort Henry Capital 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 Fort Henry Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 22k | 47.58 |
| 2025-06-30 | $1.0M | 22k | 46.04 |
| 2025-03-31 | $965k | 22k | 43.88 |
| 2024-12-31 | $1.0M | 24k | 43.44 |
| 2024-09-30 | $1.1M | 24k | 45.11 |
| 2024-06-30 | $1.0M | 24k | 43.01 |
| 2024-03-31 | $1.1M | 25k | 42.78 |
| 2023-12-31 | $1.0M | 25k | 41.51 |
| 2023-09-30 | $949k | 24k | 38.93 |
| 2023-06-30 | $989k | 25k | 40.41 |
| 2023-03-31 | $981k | 25k | 39.86 |
| 2022-12-31 | $933k | 25k | 38.01 |
| 2022-09-30 | $895k | 24k | 36.62 |
| 2022-06-30 | $1.0M | 27k | 38.95 |
| 2022-03-31 | $1.2M | 27k | 42.95 |
| 2021-12-31 | $1.3M | 28k | 45.45 |
| 2021-09-30 | $1.3M | 29k | 44.75 |
| 2021-06-30 | $1.3M | 30k | 45.06 |
| 2021-03-31 | $1.3M | 30k | 43.56 |
| 2020-12-31 | $1.3M | 30k | 43.21 |
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