Founders Financial Alliance »

iShares S&P Moderate Allocation Fund ETF shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance 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 Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $242k 5.8k 41.51
2023-09-30 $227k 5.8k 38.93
2023-06-30 $236k 5.8k 40.41
2023-03-31 $233k 5.8k 39.86
2022-12-31 $222k 5.8k 38.01
2022-09-30 $250k 6.8k 36.56
2022-06-30 $266k 6.8k 38.90
2022-03-31 $294k 6.8k 43.00
2021-12-31 $311k 6.8k 45.48
2021-09-30 $322k 7.2k 44.80
2021-06-30 $335k 7.2k 46.67
2021-03-31 $301k 6.8k 44.00
2020-12-31 $271k 6.8k 40.00
2020-09-30 $271k 6.8k 40.00