iShares S&P Moderate Allocation Fund ETF shares owned by GeoWealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management 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 GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 8.3k | 47.58 |
| 2025-06-30 | $764k | 17k | 46.04 |
| 2025-03-31 | $1.5M | 35k | 43.88 |
| 2024-12-31 | $1.4M | 33k | 43.44 |
| 2024-09-30 | $1.3M | 28k | 45.11 |
| 2024-06-30 | $1.1M | 27k | 43.01 |
| 2024-03-31 | $445M | 10k | 42775.74 |
| 2023-06-30 | $1.2M | 30k | 40.40 |
| 2022-12-31 | $239k | 6.3k | 38.00 |
| 2022-03-31 | $1.8M | 41k | 42.99 |
| 2021-12-31 | $9.3M | 205k | 45.47 |
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