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
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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
Download as csvQuarterly 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 |
|---|---|---|---|
| 2025-09-30 | $3.7M | 77k | 47.58 |
| 2025-06-30 | $3.5M | 76k | 46.04 |
| 2025-03-31 | $3.4M | 77k | 43.88 |
| 2024-12-31 | $3.0M | 68k | 43.44 |
| 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 |
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