iShares S&P Moderate Allocation Fund ETF shares owned by SimpliFi
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by SimpliFi
from 13F filings
Historical chart of SimpliFi 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 SimpliFi
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $396k | 8.3k | 47.58 |
| 2025-06-30 | $389k | 8.4k | 46.04 |
| 2025-03-31 | $369k | 8.4k | 43.88 |
| 2024-12-31 | $362k | 8.3k | 43.44 |
| 2024-09-30 | $409k | 9.1k | 45.11 |
| 2024-06-30 | $387k | 9.0k | 43.01 |
| 2024-03-31 | $499k | 12k | 42.78 |
| 2023-12-31 | $426k | 11k | 38.93 |
| 2023-09-30 | $426k | 11k | 38.93 |
| 2023-06-30 | $447k | 11k | 40.41 |
| 2023-03-31 | $348k | 8.7k | 39.86 |
| 2022-12-31 | $261k | 6.9k | 38.01 |
| 2022-09-30 | $414k | 11k | 36.57 |
| 2022-06-30 | $439k | 11k | 38.98 |
| 2022-03-31 | $467k | 11k | 42.98 |
| 2021-12-31 | $494k | 11k | 45.44 |
| 2021-09-30 | $302k | 6.8k | 44.67 |
| 2021-06-30 | $290k | 6.4k | 45.02 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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