iShares S&P Moderate Allocation Fund ETF shares owned by Rowland Carmichael Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Rowland Carmichael Advisors
from 13F filings
Historical chart of Rowland Carmichael Advisors 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 Rowland Carmichael Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $2.3M | 54k | 43.20 |
| 2020-09-30 | $2.3M | 56k | 41.05 |
| 2020-06-30 | $2.3M | 56k | 39.88 |
| 2020-03-31 | $2.0M | 55k | 36.73 |
| 2019-12-31 | $2.1M | 53k | 40.13 |
| 2019-09-30 | $1.8M | 45k | 39.29 |
| 2019-06-30 | $1.7M | 44k | 39.02 |
| 2019-03-31 | $1.1M | 30k | 38.05 |
| 2018-12-31 | $83k | 2.3k | 35.88 |
| 2018-09-30 | $88k | 2.3k | 38.05 |
| 2018-06-30 | $87k | 2.3k | 37.61 |
| 2018-03-31 | $87k | 2.3k | 37.61 |
| 2017-12-31 | $160k | 4.2k | 37.98 |
| 2017-09-30 | $153k | 4.0k | 37.94 |
| 2017-06-30 | $142k | 3.8k | 37.29 |
| 2017-03-31 | $120k | 3.3k | 36.28 |
| 2016-12-31 | $72k | 2.1k | 35.07 |
| 2016-09-30 | $83k | 2.3k | 36.12 |
| 2016-06-30 | $85k | 2.4k | 35.37 |
| 2016-03-31 | $32k | 910 | 35.16 |
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