iShares S&P Moderate Allocation Fund ETF shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory 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 Sontag Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Sontag Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.4M | 127k | 42.78 |
2023-09-30 | $4.9M | 127k | 38.93 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF