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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Paragon Advisors 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 Paragon Advisors

Quarter filed Position value Share count Share price at filing
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