iShares S&P Moderate Allocation Fund ETF shares owned by Godshalk Welsh Capital Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Godshalk Welsh Capital Management
from 13F filings
Historical chart of Godshalk Welsh Capital 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 Godshalk Welsh Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $793k | 18k | 45.11 |
| 2024-03-31 | $766k | 18k | 42.78 |
| 2023-12-31 | $737k | 18k | 41.51 |
| 2023-09-30 | $874k | 22k | 38.93 |
| 2023-06-30 | $905k | 22k | 40.41 |
| 2023-03-31 | $813k | 20k | 39.86 |
| 2022-12-31 | $618k | 16k | 38.01 |
| 2022-09-30 | $456k | 13k | 36.61 |
| 2022-06-30 | $412k | 11k | 38.99 |
| 2022-03-31 | $428k | 10k | 42.96 |
| 2021-12-31 | $421k | 9.3k | 45.45 |
| 2021-09-30 | $389k | 8.7k | 44.68 |
| 2021-06-30 | $389k | 8.6k | 45.20 |
| 2021-03-31 | $370k | 8.5k | 43.53 |
| 2020-12-31 | $362k | 8.4k | 43.22 |
| 2020-09-30 | $331k | 8.1k | 40.99 |
| 2020-06-30 | $287k | 7.2k | 39.86 |
| 2020-03-31 | $259k | 7.1k | 36.74 |
| 2019-12-31 | $283k | 7.1k | 40.14 |
| 2019-09-30 | $204k | 5.2k | 39.23 |
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Home Depot (HD)
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