iShares S&P Moderate Allocation Fund ETF shares owned by National Wealth Management Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group 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 National Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $329k | 6.9k | 47.58 |
| 2025-06-30 | $207k | 4.5k | 46.04 |
| 2024-09-30 | $464k | 10k | 45.11 |
| 2024-06-30 | $417k | 9.7k | 43.01 |
| 2024-03-31 | $620k | 15k | 42.78 |
| 2023-12-31 | $617k | 15k | 41.51 |
More positions owned by National Wealth Management Group
View all positions for National Wealth Management Group
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF