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iShares S&P Moderate Allocation Fund ETF shares owned by Reston Wealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Reston Wealth Management from 13F filings

Historical chart of Reston Wealth Management 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 Reston Wealth Management 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 Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3k 117 45.01
2024-06-30 $817k 19k 43.01
2024-03-31 $848k 20k 42.78
2023-12-31 $849k 20k 41.51
2023-09-30 $734k 19k 38.93
2023-06-30 $1.3M 33k 40.41
2023-03-31 $1.4M 34k 39.86
2022-12-31 $1.2M 33k 38.01
2022-09-30 $1.2M 33k 36.62
2022-06-30 $2.0M 51k 38.96
2022-03-31 $2.3M 52k 42.96
2021-12-31 $2.4M 52k 45.46
2021-09-30 $2.2M 49k 44.73
2021-06-30 $6.5M 144k 45.05
2021-03-31 $5.2M 120k 43.55
2020-12-31 $5.6M 130k 43.20
2020-09-30 $5.5M 135k 41.05
2020-06-30 $5.4M 136k 39.87
2020-03-31 $5.4M 148k 36.74
2019-12-31 $7.3M 182k 40.13
2019-09-30 $6.4M 163k 39.29
2019-06-30 $5.5M 141k 39.02
2019-03-31 $5.2M 137k 38.33
2018-12-31 $3.2M 89k 35.68