iShares S&P Moderate Allocation Fund ETF shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial 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 LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $139k | 3.4k | 40.91 |
| 2020-06-30 | $131k | 3.3k | 39.78 |
| 2020-03-31 | $121k | 3.3k | 36.74 |
| 2019-12-31 | $171k | 4.3k | 40.14 |
| 2019-09-30 | $167k | 4.3k | 39.20 |
| 2019-06-30 | $173k | 4.4k | 39.08 |
| 2019-03-31 | $159k | 4.2k | 38.08 |
| 2018-12-31 | $153k | 4.3k | 35.66 |
| 2018-09-30 | $166k | 4.4k | 37.86 |
| 2018-06-30 | $189k | 5.0k | 37.49 |
| 2018-03-31 | $190k | 5.0k | 37.68 |
| 2014-03-31 | $54k | 1.6k | 34.53 |
| 2013-12-31 | $41k | 1.2k | 34.22 |
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