iShares S&P Moderate Allocation Fund ETF shares owned by Paragon Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Paragon Advisors
from 13F filings
Historical chart of Paragon Advisors 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 Paragon Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $418k | 8.8k | 47.73 |
| 2023-12-31 | $3.9M | 94k | 41.51 |
| 2023-09-30 | $2.8M | 73k | 38.92 |
| 2023-06-30 | $3.8M | 95k | 40.40 |
| 2023-03-31 | $3.0M | 74k | 39.86 |
| 2022-12-31 | $2.6M | 70k | 38.00 |
| 2022-09-30 | $461k | 13k | 36.64 |
| 2022-06-30 | $298k | 7.6k | 38.98 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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