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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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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
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