iShares S&P Moderate Allocation Fund ETF shares owned by Foundations Investment Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Foundations Investment Advisors
from 13F filings
Historical chart of Foundations Investment Advisors 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 Foundations Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 508k | 47.58 |
| 2025-06-30 | $23M | 503k | 46.04 |
| 2025-03-31 | $19M | 427k | 43.88 |
| 2024-12-31 | $16M | 357k | 43.44 |
| 2024-09-30 | $14M | 304k | 45.11 |
| 2024-06-30 | $12M | 273k | 43.01 |
| 2023-12-31 | $820k | 20k | 41.79 |
| 2023-09-30 | $685k | 18k | 38.93 |
| 2021-06-30 | $217k | 4.8k | 45.22 |
| 2021-03-31 | $211k | 4.8k | 43.97 |
| 2020-06-30 | $205k | 5.1k | 39.88 |
| 2019-06-30 | $1.6M | 42k | 39.06 |
| 2019-03-31 | $1.6M | 42k | 38.06 |
| 2018-12-31 | $1.2M | 32k | 37.15 |
| 2018-09-30 | $377k | 10k | 37.84 |
More positions owned by Foundations Investment Advisors
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Top funds holding iShares S&P Moderate Allocation Fund ETF
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