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iShares S&P Moderate Allocation Fund ETF shares owned by One Capital Management

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

Historical chart of One Capital Management 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 One Capital Management 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 One Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 40k 45.11
2024-06-30 $1.7M 39k 43.01
2024-03-31 $1.7M 40k 42.78
2023-12-31 $1.6M 38k 41.51
2023-09-30 $2.2M 56k 38.93
2023-06-30 $2.6M 65k 40.41
2023-03-31 $1.9M 47k 39.86
2022-12-31 $1.7M 45k 38.01
2022-09-30 $357k 9.8k 36.54
2022-06-30 $213k 5.5k 38.86