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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 24k | 47.58 |
| 2025-06-30 | $1.5M | 33k | 46.04 |
| 2025-03-31 | $2.8M | 64k | 43.88 |
| 2024-12-31 | $1.7M | 40k | 43.44 |
| 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 |
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