iShares S&P Moderate Allocation Fund ETF shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial 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 Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25k | 552 | 45.11 |
| 2024-03-31 | $24k | 552 | 42.78 |
| 2023-12-31 | $23k | 552 | 41.51 |
| 2023-09-30 | $36k | 930 | 38.93 |
| 2023-06-30 | $38k | 930 | 40.41 |
| 2023-03-31 | $37k | 930 | 39.86 |
| 2022-12-31 | $35k | 930 | 38.01 |
| 2022-09-30 | $34k | 930 | 36.56 |
| 2022-06-30 | $36k | 930 | 38.71 |
| 2022-03-31 | $44k | 1.0k | 42.51 |
| 2021-12-31 | $47k | 1.0k | 45.41 |
| 2021-09-30 | $46k | 1.0k | 44.44 |
| 2021-06-30 | $52k | 1.2k | 45.10 |
| 2021-03-31 | $50k | 1.2k | 43.37 |
| 2020-12-31 | $23k | 533 | 43.15 |
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