iShares S&P Moderate Allocation Fund ETF shares owned by Harbour Investments
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Harbour Investments
from 13F filings
Historical chart of Harbour Investments 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 Harbour Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Harbour Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 23k | 47.58 |
| 2025-06-30 | $1.1M | 23k | 46.04 |
| 2025-03-31 | $784k | 18k | 43.88 |
| 2024-12-31 | $1.2M | 27k | 43.44 |
| 2024-09-30 | $1.3M | 28k | 45.11 |
| 2024-06-30 | $1.3M | 30k | 43.01 |
| 2024-03-31 | $1.3M | 30k | 42.78 |
| 2023-12-31 | $1.2M | 30k | 41.51 |
| 2023-09-30 | $1.0M | 26k | 38.93 |
| 2023-06-30 | $1.1M | 27k | 40.41 |
| 2023-03-31 | $1.1M | 27k | 39.86 |
| 2022-12-31 | $776k | 20k | 38.01 |
| 2022-09-30 | $875k | 23k | 38.97 |
| 2022-06-30 | $875k | 23k | 38.97 |
| 2021-12-31 | $1.1M | 25k | 45.47 |
| 2021-09-30 | $1.5M | 33k | 44.74 |
| 2021-06-30 | $1.4M | 32k | 45.06 |
| 2021-03-31 | $1.4M | 32k | 43.56 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF