iShares S&P Moderate Allocation Fund ETF shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1k | 128 | 47.58 |
| 2025-06-30 | $5.9k | 128 | 46.04 |
| 2025-03-31 | $14k | 323 | 43.88 |
| 2024-12-31 | $14k | 323 | 43.44 |
| 2024-09-30 | $23k | 503 | 45.11 |
| 2024-06-30 | $22k | 503 | 43.01 |
| 2024-03-31 | $22k | 510 | 42.78 |
| 2023-12-31 | $26k | 625 | 41.51 |
| 2023-09-30 | $24k | 625 | 38.93 |
| 2023-06-30 | $25k | 625 | 40.23 |
| 2023-03-31 | $40k | 994 | 40.03 |
| 2022-12-31 | $26k | 701 | 37.09 |
| 2022-09-30 | $26k | 701 | 37.09 |
| 2022-06-30 | $27k | 699 | 38.63 |
| 2022-03-31 | $30k | 698 | 42.98 |
| 2021-12-31 | $32k | 698 | 45.85 |
| 2021-09-30 | $19k | 429 | 44.29 |
| 2021-03-31 | $18k | 417 | 43.17 |
| 2019-06-30 | $12k | 311 | 38.59 |
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