iShares S&P Moderate Allocation Fund ETF shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services 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 Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $97k | 1.9k | 49.88 |
| 2025-12-31 | $11k | 238 | 47.66 |
| 2022-03-31 | $425k | 9.9k | 42.93 |
| 2021-12-31 | $65k | 1.4k | 45.77 |
| 2021-09-30 | $303k | 6.8k | 44.74 |
| 2021-06-30 | $30k | 661 | 45.39 |
| 2021-03-31 | $162k | 3.7k | 43.53 |
| 2020-12-31 | $56k | 1.3k | 43.01 |
| 2020-09-30 | $10k | 232 | 43.10 |
| 2020-06-30 | $9.0k | 231 | 38.96 |
| 2020-03-31 | $8.0k | 225 | 35.56 |
| 2019-12-31 | $13k | 334 | 40.00 |
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