iShares S&P Moderate Allocation Fund ETF shares owned by Independent Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group 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 Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.2M | 25k | 47.37 |
| 2025-09-30 | $832k | 18k | 47.58 |
| 2025-06-30 | $795k | 17k | 46.04 |
| 2025-03-31 | $758k | 17k | 43.88 |
| 2024-12-31 | $968k | 22k | 43.44 |
| 2024-09-30 | $939k | 21k | 45.11 |
| 2024-06-30 | $895k | 21k | 43.01 |
| 2024-03-31 | $1.1M | 26k | 42.78 |
| 2023-12-31 | $1.0M | 25k | 41.51 |
| 2023-09-30 | $993k | 26k | 38.93 |
| 2023-06-30 | $1.1M | 27k | 40.41 |
| 2023-03-31 | $1.0M | 26k | 39.86 |
| 2022-12-31 | $1.1M | 30k | 38.01 |
| 2022-09-30 | $1.1M | 31k | 36.61 |
| 2022-06-30 | $1.4M | 36k | 38.96 |
| 2022-03-31 | $1.5M | 36k | 42.97 |
| 2021-12-31 | $1.6M | 34k | 45.47 |
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