iShares S&P Moderate Allocation Fund ETF shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement 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 Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $221k | 4.8k | 46.04 |
| 2025-03-31 | $210k | 4.8k | 43.88 |
| 2024-12-31 | $243k | 5.6k | 43.44 |
| 2024-09-30 | $247k | 5.5k | 45.11 |
| 2024-06-30 | $232k | 5.4k | 43.01 |
| 2024-03-31 | $235k | 5.5k | 42.78 |
| 2023-12-31 | $232k | 5.6k | 41.51 |
More positions owned by Philip James Wealth Mangement
View all positions for Philip James Wealth Mangement
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF