iShares S&P Moderate Allocation Fund ETF shares owned by Plan Group Financial
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial 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 Plan Group Financial 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 Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $397k | 8.4k | 47.37 |
| 2025-12-31 | $458k | 9.6k | 47.73 |
| 2025-09-30 | $577k | 12k | 47.58 |
| 2025-06-30 | $741k | 16k | 46.04 |
| 2025-03-31 | $727k | 17k | 43.88 |
| 2024-12-31 | $790k | 18k | 43.44 |
| 2024-09-30 | $1.2M | 27k | 45.11 |
| 2024-06-30 | $1.3M | 29k | 43.01 |
| 2024-03-31 | $1.1M | 25k | 42.78 |
| 2023-12-31 | $971k | 23k | 41.51 |
| 2023-09-30 | $958k | 25k | 38.93 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF