iShares S&P Moderate Allocation Fund ETF shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom 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 Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $429k | 9.0k | 47.58 |
| 2025-06-30 | $439k | 9.5k | 46.04 |
| 2025-03-31 | $375k | 8.5k | 43.88 |
| 2024-12-31 | $515k | 12k | 43.44 |
| 2024-09-30 | $358k | 7.9k | 45.11 |
| 2024-06-30 | $361k | 8.4k | 43.01 |
| 2024-03-31 | $425k | 9.9k | 42.78 |
| 2023-12-31 | $439k | 11k | 41.51 |
| 2023-09-30 | $368k | 9.5k | 38.93 |
| 2023-06-30 | $416k | 10k | 40.41 |
| 2023-03-31 | $469k | 12k | 39.86 |
| 2022-12-31 | $281k | 7.4k | 38.01 |
More positions owned by Heirloom Wealth Management
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