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iShares S&P Moderate Allocation Fund ETF shares owned by FSA Wealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by FSA Wealth Management from 13F filings

Historical chart of FSA Wealth Management 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 FSA Wealth Management 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 FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $21k 470 45.15
2024-03-31 $20k 466 42.81
2023-12-31 $19k 468 40.60
2020-12-31 $49k 1.1k 42.87
2020-06-30 $39k 990 39.39
2020-03-31 $56k 1.5k 36.75
2019-12-31 $61k 1.5k 40.16