iShares S&P Moderate Allocation Fund ETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group 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 Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $875k | 18k | 47.58 |
| 2025-06-30 | $840k | 18k | 46.04 |
| 2025-03-31 | $669k | 15k | 43.88 |
| 2024-12-31 | $662k | 15k | 43.44 |
| 2024-09-30 | $567k | 13k | 45.11 |
| 2024-06-30 | $536k | 13k | 43.01 |
| 2023-12-31 | $507k | 12k | 41.51 |
| 2023-09-30 | $476k | 12k | 38.93 |
| 2023-06-30 | $494k | 12k | 40.41 |
| 2018-12-31 | $513k | 14k | 35.70 |
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