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iShares S&P Moderate Allocation Fund ETF shares owned by Gould Capital

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Gould Capital from 13F filings

Historical chart of Gould Capital 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 Gould Capital 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 Gould Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $60k 1.4k 43.01
2024-03-31 $62k 1.4k 42.78
2023-12-31 $62k 1.5k 41.51
2023-09-30 $60k 1.5k 38.68
2023-06-30 $109k 2.7k 40.41
2023-03-31 $109k 2.7k 39.86
2022-12-31 $66k 1.7k 38.01
2022-09-30 $61k 1.7k 36.70
2022-06-30 $64k 1.7k 38.79
2022-03-31 $49k 1.1k 42.79
2021-12-31 $52k 1.1k 45.41