iShares S&P Moderate Allocation Fund ETF shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning 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 Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $935k | 21k | 45.11 |
| 2024-06-30 | $862k | 20k | 43.01 |
| 2024-03-31 | $1.1M | 26k | 42.78 |
| 2023-12-31 | $555k | 13k | 41.51 |
| 2023-09-30 | $509k | 13k | 38.93 |
| 2023-06-30 | $527k | 13k | 40.41 |
| 2023-03-31 | $416k | 10k | 39.86 |
| 2022-12-31 | $394k | 10k | 38.01 |
| 2022-09-30 | $376k | 10k | 36.60 |
| 2022-06-30 | $383k | 9.8k | 38.93 |
| 2022-03-31 | $423k | 9.8k | 43.00 |
| 2021-12-31 | $467k | 10k | 45.52 |
| 2021-09-30 | $459k | 10k | 44.77 |
| 2021-06-30 | $540k | 12k | 45.08 |
| 2021-03-31 | $536k | 12k | 43.54 |
| 2020-12-31 | $529k | 12k | 43.23 |
| 2020-09-30 | $530k | 13k | 41.06 |
| 2020-06-30 | $469k | 12k | 39.85 |
| 2020-03-31 | $443k | 12k | 36.76 |
| 2019-12-31 | $351k | 8.8k | 40.10 |
| 2019-09-30 | $332k | 8.5k | 39.29 |
| 2019-06-30 | $321k | 8.2k | 39.07 |
| 2019-03-31 | $293k | 7.7k | 38.02 |
| 2018-12-31 | $363k | 10k | 35.66 |
| 2018-09-30 | $1.0M | 26k | 37.91 |
| 2018-06-30 | $929k | 25k | 37.53 |
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