iShares S&P Moderate Allocation Fund ETF shares owned by RFG Advisory
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by RFG Advisory
from 13F filings
Historical chart of RFG Advisory investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by RFG Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $562k | 12k | 47.58 |
| 2025-06-30 | $542k | 12k | 46.04 |
| 2025-03-31 | $511k | 12k | 43.88 |
| 2024-12-31 | $506k | 12k | 43.44 |
| 2024-09-30 | $521k | 12k | 45.11 |
| 2024-06-30 | $538k | 13k | 43.01 |
| 2024-03-31 | $362k | 8.5k | 42.78 |
| 2023-12-31 | $378k | 9.1k | 41.51 |
| 2023-09-30 | $339k | 8.7k | 38.93 |
| 2023-06-30 | $274k | 6.8k | 40.41 |
| 2023-03-31 | $269k | 6.8k | 39.86 |
| 2022-12-31 | $270k | 6.8k | 39.98 |
| 2022-09-30 | $250k | 6.7k | 37.31 |
| 2016-06-30 | $2.1M | 58k | 35.30 |
| 2016-03-31 | $2.0M | 58k | 34.74 |
| 2015-12-31 | $1.1M | 32k | 34.05 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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