iShares S&P Moderate Allocation Fund ETF shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $986k | 21k | 46.04 |
| 2025-03-31 | $882k | 20k | 43.88 |
| 2024-12-31 | $937k | 22k | 43.44 |
| 2024-09-30 | $985k | 22k | 45.11 |
| 2024-06-30 | $936k | 22k | 43.01 |
| 2024-03-31 | $941k | 22k | 42.78 |
| 2023-12-31 | $935k | 23k | 41.51 |
| 2023-09-30 | $855k | 22k | 38.93 |
| 2023-06-30 | $870k | 22k | 40.41 |
| 2023-03-31 | $753k | 19k | 39.86 |
| 2022-12-31 | $724k | 19k | 38.01 |
| 2022-09-30 | $463k | 13k | 36.60 |
| 2022-06-30 | $500k | 13k | 38.94 |
| 2022-03-31 | $557k | 13k | 43.02 |
| 2021-12-31 | $392k | 8.6k | 45.50 |
| 2021-09-30 | $328k | 7.4k | 44.47 |
| 2021-06-30 | $227k | 5.0k | 45.10 |
| 2020-09-30 | $1.1M | 28k | 41.04 |
More positions owned by H D Vest Advisory Services
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