iShares S&P Moderate Allocation Fund ETF shares owned by Goss Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth 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 Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 22k | 47.58 |
| 2025-06-30 | $883k | 19k | 46.04 |
| 2025-03-31 | $835k | 19k | 43.88 |
| 2024-12-31 | $930k | 21k | 43.44 |
| 2024-09-30 | $1.0M | 23k | 45.11 |
| 2024-06-30 | $1.0M | 24k | 43.01 |
| 2024-03-31 | $247k | 5.8k | 42.78 |
| 2023-06-30 | $2.5k | 61 | 40.41 |
| 2022-12-31 | $12k | 311 | 38.01 |
| 2022-09-30 | $353k | 9.6k | 36.63 |
| 2022-06-30 | $558k | 14k | 38.99 |
| 2022-03-31 | $886k | 21k | 42.93 |
| 2021-12-31 | $831k | 18k | 45.48 |
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