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
Download as csv Download as ExcelQuarterly 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 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF