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iShares S&P Moderate Allocation Fund ETF shares owned by Onyx Bridge Wealth Group

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Onyx Bridge Wealth Group from 13F filings

Historical chart of Onyx Bridge Wealth 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 Onyx Bridge Wealth Group 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 Onyx Bridge Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 66k 45.11
2024-06-30 $2.8M 66k 43.01
2024-03-31 $2.5M 61k 41.62
2023-12-31 $2.3M 56k 41.51
2023-09-30 $1.8M 46k 38.93
2023-06-30 $1.8M 45k 40.41