iShares S&P Moderate Allocation Fund ETF shares owned by Spire Wealth Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management 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 Spire Wealth Management 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 Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $19k | 405 | 47.69 |
| 2025-09-30 | $19k | 405 | 47.55 |
| 2025-06-30 | $20k | 427 | 46.01 |
| 2025-03-31 | $28k | 642 | 43.86 |
| 2024-12-31 | $52k | 1.2k | 43.43 |
| 2024-09-30 | $54k | 1.2k | 45.10 |
| 2024-06-30 | $56k | 1.3k | 43.01 |
| 2024-03-31 | $63k | 1.5k | 42.78 |
| 2023-12-31 | $67k | 1.6k | 41.14 |
| 2023-09-30 | $170k | 4.4k | 38.93 |
| 2023-06-30 | $802k | 20k | 40.41 |
| 2023-03-31 | $808k | 20k | 39.86 |
| 2022-12-31 | $783k | 21k | 38.01 |
| 2022-09-30 | $772k | 21k | 36.62 |
| 2022-06-30 | $864k | 22k | 38.98 |
| 2022-03-31 | $1.1M | 25k | 42.97 |
| 2021-12-31 | $1.2M | 26k | 45.49 |
| 2021-09-30 | $1.0M | 22k | 45.09 |
| 2021-06-30 | $915k | 19k | 47.87 |
| 2021-03-31 | $750k | 17k | 43.55 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF