iShares S&P Moderate Allocation Fund ETF shares owned by Investment Advisory Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory 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 Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 130k | 45.11 |
| 2024-06-30 | $5.5M | 129k | 43.01 |
| 2024-03-31 | $5.5M | 129k | 42.78 |
| 2023-12-31 | $5.0M | 120k | 41.51 |
| 2023-09-30 | $4.5M | 116k | 38.93 |
| 2023-06-30 | $4.5M | 112k | 40.41 |
| 2023-03-31 | $4.4M | 110k | 39.86 |
| 2022-12-31 | $4.1M | 108k | 38.01 |
| 2022-09-30 | $4.0M | 109k | 36.61 |
| 2022-06-30 | $4.2M | 108k | 38.95 |
| 2022-03-31 | $4.7M | 109k | 42.99 |
| 2021-12-31 | $4.7M | 107k | 43.78 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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