iShares S&P Moderate Allocation Fund ETF shares owned by Lodestar Private Asset Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Lodestar Private Asset Management
from 13F filings
Historical chart of Lodestar Private Asset Management 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 Lodestar Private Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 135k | 47.58 |
| 2025-06-30 | $5.6M | 122k | 46.04 |
| 2025-03-31 | $4.9M | 111k | 43.88 |
| 2024-12-31 | $4.1M | 95k | 43.44 |
| 2024-09-30 | $3.8M | 84k | 45.11 |
| 2024-06-30 | $3.6M | 84k | 43.01 |
| 2024-03-31 | $3.4M | 80k | 42.78 |
| 2023-12-31 | $3.3M | 79k | 41.51 |
| 2023-09-30 | $3.2M | 83k | 38.93 |
| 2023-06-30 | $3.6M | 89k | 40.41 |
| 2023-03-31 | $3.5M | 88k | 39.86 |
| 2022-12-31 | $3.4M | 89k | 38.01 |
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