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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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