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iShares S&P Moderate Allocation Fund ETF shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 38k 45.11
2024-06-30 $1.7M 43k 39.44
2024-03-31 $1.6M 38k 42.78
2023-12-31 $1.7M 40k 41.51
2023-09-30 $1.7M 45k 38.93
2023-06-30 $1.6M 39k 40.41
2023-03-31 $1.6M 40k 39.86
2022-12-31 $1.5M 41k 38.01
2022-09-30 $1.8M 49k 36.61
2022-06-30 $2.0M 51k 38.96
2022-03-31 $2.2M 50k 42.97
2021-12-31 $2.3M 50k 45.48
2021-09-30 $2.1M 48k 44.75
2021-06-30 $2.1M 47k 45.05
2021-03-31 $2.0M 46k 43.55
2020-12-31 $2.8M 65k 43.18
2020-09-30 $1.9M 47k 41.04