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iShares S&P Moderate Allocation Fund ETF shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning 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 Leading Edge Financial Planning 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 Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $333k 7.4k 45.11
2024-06-30 $319k 7.4k 43.01
2024-03-31 $318k 7.4k 42.78
2023-09-30 $206k 5.3k 38.93
2023-06-30 $257k 6.4k 40.41
2023-03-31 $266k 6.7k 39.86