iShares S&P Moderate Allocation Fund ETF shares owned by Mendel Capital Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Mendel Capital Management
from 13F filings
Historical chart of Mendel Capital 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 Mendel Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $442k | 9.3k | 47.58 |
| 2025-06-30 | $427k | 9.3k | 46.04 |
| 2025-03-31 | $407k | 9.3k | 43.88 |
| 2024-12-31 | $437k | 10k | 43.44 |
| 2024-09-30 | $453k | 10k | 45.11 |
| 2024-06-30 | $433k | 10k | 43.01 |
| 2024-03-31 | $428k | 10k | 42.78 |
| 2023-12-31 | $411k | 9.9k | 41.51 |
| 2023-09-30 | $385k | 9.9k | 38.93 |
| 2023-06-30 | $400k | 9.9k | 40.41 |
| 2023-03-31 | $395k | 9.9k | 39.86 |
| 2022-12-31 | $382k | 10k | 38.01 |
| 2022-09-30 | $368k | 10k | 36.60 |
| 2022-06-30 | $392k | 10k | 38.99 |
| 2022-03-31 | $432k | 10k | 42.96 |
| 2021-12-31 | $457k | 10k | 45.45 |
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