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iShares S&P Moderate Allocation Fund ETF shares owned by NorthRock Partners

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by NorthRock Partners from 13F filings

Historical chart of NorthRock Partners 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 NorthRock Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by NorthRock Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $305k 7.0k 43.44
2024-09-30 $317k 7.0k 45.11
2024-06-30 $302k 7.0k 43.01
2024-03-31 $320k 7.5k 42.78
2023-12-31 $297k 7.2k 41.51
2023-03-31 $277k 6.9k 39.86
2022-12-31 $264k 6.9k 38.01
2022-09-30 $263k 7.2k 36.55
2022-06-30 $280k 7.2k 38.91
2022-03-31 $309k 7.2k 42.94
2021-12-31 $353k 7.8k 45.43
2021-09-30 $338k 7.5k 44.78
2021-06-30 $350k 7.8k 45.06
2021-03-31 $338k 7.8k 43.52
2020-12-31 $471k 11k 43.19
2020-09-30 $448k 11k 41.08
2020-06-30 $435k 11k 39.89
2020-03-31 $401k 11k 36.77
2019-12-31 $438k 11k 40.13