iShares S&P Moderate Allocation Fund ETF shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors 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 Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $381k | 8.0k | 47.58 |
| 2025-06-30 | $369k | 8.0k | 46.04 |
| 2025-03-31 | $351k | 8.0k | 43.88 |
| 2024-12-31 | $410k | 9.4k | 43.44 |
| 2024-09-30 | $426k | 9.4k | 45.11 |
| 2024-06-30 | $406k | 9.4k | 43.01 |
| 2024-03-31 | $402k | 9.4k | 42.78 |
| 2023-12-31 | $387k | 9.3k | 41.51 |
| 2023-09-30 | $364k | 9.3k | 38.93 |
| 2023-06-30 | $477k | 12k | 40.41 |
| 2023-03-31 | $469k | 12k | 39.86 |
| 2019-03-31 | $273k | 7.2k | 38.02 |
| 2018-09-30 | $275k | 7.3k | 37.86 |
| 2018-06-30 | $396k | 11k | 37.46 |
| 2018-03-31 | $404k | 11k | 37.74 |
| 2017-12-31 | $375k | 9.9k | 37.95 |
| 2017-09-30 | $377k | 9.9k | 38.15 |
| 2017-06-30 | $545k | 15k | 37.28 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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