iShares S&P Moderate Allocation Fund ETF shares owned by Milestone Asset Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Milestone Asset Management
from 13F filings
Historical chart of Milestone 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 Milestone Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $775k | 18k | 42.78 |
| 2023-12-31 | $739k | 18k | 41.51 |
| 2023-09-30 | $667k | 17k | 38.68 |
| 2023-06-30 | $612k | 15k | 40.41 |
| 2023-03-31 | $605k | 15k | 39.86 |
| 2022-12-31 | $619k | 16k | 39.67 |
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