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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by GeoWealth 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 GeoWealth Management

Quarter filed Position value Share count Share price at filing
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