iShares S&P Moderate Allocation Fund ETF shares owned by Prosperity Consulting Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Prosperity Consulting Group
from 13F filings
Historical chart of Prosperity Consulting Group 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 Prosperity Consulting Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Prosperity Consulting Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 28k | 47.58 |
| 2025-06-30 | $1.3M | 29k | 46.04 |
| 2025-03-31 | $1.1M | 25k | 43.88 |
| 2024-12-31 | $863k | 20k | 43.44 |
| 2024-09-30 | $919k | 20k | 45.11 |
| 2024-06-30 | $703k | 16k | 43.01 |
| 2024-03-31 | $443k | 10k | 42.78 |
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