iShares S&P Moderate Allocation Fund ETF shares owned by Nicolet Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Nicolet Advisory Services
from 13F filings
Historical chart of Nicolet Advisory Services 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 Nicolet Advisory Services 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 Nicolet Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $387k | 8.7k | 44.58 |
| 2024-03-31 | $352k | 8.3k | 42.34 |
| 2023-09-30 | $640k | 17k | 38.29 |
| 2023-06-30 | $695k | 18k | 39.66 |
| 2023-03-31 | $710k | 18k | 39.88 |
| 2022-12-31 | $732k | 19k | 39.25 |
| 2022-09-30 | $692k | 19k | 36.47 |
| 2022-06-30 | $755k | 19k | 39.04 |
| 2022-03-31 | $691k | 16k | 42.18 |
| 2021-12-31 | $975k | 21k | 45.46 |
| 2021-09-30 | $973k | 22k | 44.74 |
| 2021-06-30 | $989k | 22k | 45.05 |
| 2021-03-31 | $790k | 18k | 43.58 |
| 2020-12-31 | $864k | 20k | 43.18 |
| 2020-09-30 | $821k | 20k | 41.07 |
| 2020-06-30 | $756k | 19k | 39.87 |
| 2020-03-31 | $726k | 20k | 36.73 |
| 2019-12-31 | $982k | 25k | 40.12 |
| 2019-09-30 | $866k | 22k | 39.27 |
| 2019-06-30 | $743k | 19k | 39.00 |
| 2019-03-31 | $704k | 19k | 38.07 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF