iShares S&P Moderate Allocation Fund ETF shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in iShares S&P Moderate Allocation Fund ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Moderate Allocation Fund ETF held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $127k | 2.7k | 47.58 |
| 2025-06-30 | $122k | 2.7k | 46.03 |
| 2025-03-31 | $142k | 3.2k | 43.87 |
| 2024-12-31 | $140k | 3.2k | 43.43 |
| 2024-09-30 | $144k | 3.2k | 45.11 |
| 2024-06-30 | $150k | 3.5k | 43.01 |
| 2024-03-31 | $148k | 3.5k | 42.77 |
| 2023-12-31 | $277k | 6.7k | 41.51 |
| 2023-09-30 | $274k | 7.0k | 38.93 |
| 2023-06-30 | $283k | 7.0k | 40.41 |
| 2023-03-31 | $278k | 7.0k | 39.86 |
| 2022-12-31 | $258k | 6.8k | 38.01 |
| 2022-09-30 | $248k | 6.8k | 36.58 |
| 2022-06-30 | $280k | 7.2k | 38.89 |
| 2022-03-31 | $279k | 6.5k | 42.82 |
| 2021-12-31 | $296k | 6.5k | 45.53 |
| 2021-09-30 | $290k | 6.5k | 44.65 |
| 2021-06-30 | $292k | 6.5k | 45.03 |
| 2021-03-31 | $292k | 6.7k | 43.42 |
| 2020-12-31 | $313k | 7.1k | 43.84 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF