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iShares S&P Moderate Allocation Fund ETF shares owned by Resources Investment Advisors

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Resources Investment Advisors from 13F filings

Historical chart of Resources Investment 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 Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $416k 8.7k 47.58
2025-06-30 $321k 7.0k 46.04
2020-09-30 $205k 5.0k 41.00