iShares S&P Moderate Allocation Fund ETF shares owned by Legacy Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Legacy Financial Group
from 13F filings
Historical chart of Legacy Financial 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 Legacy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $755k | 16k | 46.04 |
| 2025-03-31 | $693k | 16k | 43.88 |
| 2024-12-31 | $688M | 16k | 43439.99 |
| 2024-09-30 | $697k | 16k | 45.11 |
| 2024-06-30 | $640k | 15k | 43.01 |
| 2024-03-31 | $595k | 14k | 42.78 |
| 2023-09-30 | $611M | 16k | 38930.18 |
| 2023-06-30 | $626k | 16k | 40.41 |
| 2023-03-31 | $638k | 16k | 39.86 |
| 2022-12-31 | $591k | 16k | 38.01 |
| 2022-09-30 | $572k | 16k | 36.62 |
| 2022-06-30 | $704k | 18k | 38.98 |
| 2022-03-31 | $727k | 17k | 42.95 |
| 2021-12-31 | $526k | 12k | 45.03 |
| 2021-09-30 | $862k | 19k | 44.76 |
| 2021-06-30 | $881k | 20k | 45.07 |
| 2021-03-31 | $780k | 18k | 43.54 |
| 2020-12-31 | $765k | 18k | 43.20 |
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