iShares S&P Moderate Allocation Fund ETF shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 7.9k | 47.58 |
| 2025-06-30 | $366k | 7.9k | 46.04 |
| 2025-03-31 | $375k | 8.5k | 43.88 |
| 2024-12-31 | $375k | 8.6k | 43.44 |
| 2024-09-30 | $682k | 15k | 45.08 |
| 2024-06-30 | $392k | 9.1k | 43.01 |
| 2024-03-31 | $389k | 9.1k | 42.78 |
| 2023-12-31 | $404k | 9.7k | 41.51 |
| 2021-09-30 | $210k | 4.7k | 44.78 |
| 2018-03-31 | $13k | 356 | 36.52 |
| 2017-12-31 | $14k | 356 | 39.33 |
| 2017-09-30 | $13k | 356 | 36.52 |
| 2017-06-30 | $1.7M | 35k | 47.62 |
| 2017-03-31 | $17k | 371 | 45.82 |
| 2016-12-31 | $13k | 356 | 36.52 |
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