iShares S&P Moderate Allocation Fund ETF shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group 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 Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $996k | 21k | 47.58 |
| 2025-06-30 | $955k | 21k | 46.04 |
| 2025-03-31 | $884k | 20k | 43.88 |
| 2024-12-31 | $878k | 20k | 43.44 |
| 2024-09-30 | $844k | 19k | 45.11 |
| 2024-06-30 | $758k | 18k | 43.01 |
| 2024-03-31 | $747k | 17k | 42.78 |
| 2023-12-31 | $726k | 18k | 41.51 |
| 2023-09-30 | $656k | 17k | 38.93 |
| 2023-06-30 | $738k | 18k | 40.41 |
| 2023-03-31 | $728k | 18k | 39.86 |
| 2022-12-31 | $652k | 17k | 38.01 |
| 2022-09-30 | $602k | 17k | 36.59 |
| 2022-06-30 | $678k | 17k | 38.93 |
| 2022-03-31 | $864k | 20k | 42.97 |
| 2021-12-31 | $827k | 18k | 45.48 |
| 2021-09-30 | $653k | 15k | 44.73 |
| 2021-06-30 | $341k | 7.8k | 43.61 |
| 2021-03-31 | $341k | 7.8k | 43.61 |
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