iShares S&P Moderate Allocation Fund ETF shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $442k | 9.8k | 45.11 |
| 2024-06-30 | $413k | 9.6k | 43.01 |
| 2024-03-31 | $442k | 10k | 42.77 |
| 2023-09-30 | $353k | 9.1k | 38.93 |
| 2023-06-30 | $463k | 12k | 40.41 |
| 2023-03-31 | $470k | 12k | 39.83 |
| 2022-12-31 | $443k | 12k | 38.03 |
| 2022-09-30 | $436k | 12k | 36.58 |
| 2022-06-30 | $532k | 14k | 38.95 |
| 2022-03-31 | $641k | 15k | 42.98 |
| 2021-12-31 | $934k | 21k | 45.49 |
| 2021-09-30 | $874k | 20k | 44.73 |
| 2021-06-30 | $848k | 19k | 45.04 |
| 2021-03-31 | $780k | 18k | 43.55 |
| 2020-12-31 | $202k | 4.7k | 43.25 |
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