iShares S&P Moderate Allocation Fund ETF shares owned by RTD Financial Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by RTD Financial Advisors
from 13F filings
Historical chart of RTD Financial 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 RTD Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 8.8k | 47.58 |
| 2025-06-30 | $404k | 8.8k | 46.04 |
| 2025-03-31 | $385k | 8.8k | 43.88 |
| 2024-12-31 | $381k | 8.8k | 43.44 |
| 2024-09-30 | $531k | 12k | 45.11 |
| 2024-06-30 | $509k | 12k | 43.01 |
| 2024-03-31 | $504k | 12k | 42.78 |
| 2023-12-31 | $490k | 12k | 41.51 |
| 2023-09-30 | $571k | 15k | 38.93 |
| 2023-06-30 | $628k | 16k | 40.41 |
| 2023-03-31 | $374k | 9.4k | 39.86 |
| 2022-12-31 | $358k | 9.4k | 38.01 |
| 2022-09-30 | $663k | 18k | 36.62 |
| 2022-06-30 | $807k | 21k | 38.96 |
| 2022-03-31 | $930k | 22k | 42.95 |
| 2021-12-31 | $935k | 21k | 45.46 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF