iShares S&P Moderate Allocation Fund ETF shares owned by Investment Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Investment Partners
from 13F filings
Historical chart of Investment Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 10k | 47.58 |
| 2025-06-30 | $440k | 9.6k | 46.04 |
| 2025-03-31 | $417k | 9.5k | 43.88 |
| 2024-12-31 | $413k | 9.5k | 43.44 |
| 2024-09-30 | $421k | 9.3k | 45.11 |
| 2024-03-31 | $394k | 9.2k | 42.78 |
| 2023-12-31 | $368k | 8.9k | 41.51 |
| 2023-09-30 | $268k | 6.9k | 38.93 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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