iShares S&P Moderate Allocation Fund ETF shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management 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 Kingsview Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $590k | 13k | 45.11 |
| 2024-06-30 | $575k | 13k | 43.01 |
| 2024-03-31 | $586k | 14k | 42.78 |
| 2023-12-31 | $810k | 20k | 41.51 |
| 2023-09-30 | $706k | 18k | 38.93 |
| 2023-06-30 | $697k | 17k | 40.41 |
| 2023-03-31 | $681k | 17k | 39.86 |
| 2022-12-31 | $205k | 5.4k | 38.01 |
| 2022-09-30 | $223k | 6.1k | 36.58 |
| 2022-06-30 | $243k | 6.2k | 38.95 |
| 2022-03-31 | $265k | 6.2k | 42.97 |
| 2021-12-31 | $269k | 5.9k | 45.47 |
| 2021-09-30 | $266k | 5.9k | 44.72 |
| 2021-06-30 | $273k | 6.0k | 45.15 |
| 2021-03-31 | $243k | 5.6k | 43.76 |
| 2020-12-31 | $353k | 8.2k | 43.14 |
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