iShares S&P Moderate Allocation Fund ETF shares owned by Stifel Financial
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial 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 Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 32k | 47.58 |
| 2025-06-30 | $789k | 17k | 46.04 |
| 2025-03-31 | $565k | 13k | 43.89 |
| 2024-12-31 | $1.4M | 31k | 43.44 |
| 2024-09-30 | $446k | 9.9k | 45.11 |
| 2024-06-30 | $469k | 11k | 43.01 |
| 2024-03-31 | $473k | 11k | 42.78 |
| 2023-12-31 | $1.1M | 26k | 41.51 |
| 2023-09-30 | $477k | 12k | 38.93 |
| 2023-06-30 | $523k | 13k | 40.41 |
| 2023-03-31 | $537k | 14k | 39.86 |
| 2022-12-31 | $1.6M | 42k | 38.01 |
| 2022-09-30 | $548k | 15k | 36.61 |
| 2022-06-30 | $901k | 23k | 38.94 |
| 2022-03-31 | $552k | 13k | 42.98 |
| 2021-12-31 | $2.5M | 54k | 45.49 |
| 2021-09-30 | $408k | 9.1k | 44.71 |
| 2021-06-30 | $585k | 13k | 45.09 |
| 2021-03-31 | $496k | 11k | 43.52 |
| 2020-12-31 | $489k | 11k | 43.24 |
| 2020-09-30 | $460k | 11k | 41.06 |
| 2020-06-30 | $448k | 11k | 39.91 |
| 2020-03-31 | $389k | 11k | 36.98 |
| 2019-12-31 | $856k | 21k | 40.12 |
| 2018-12-31 | $1.4M | 39k | 35.67 |
| 2017-12-31 | $224k | 5.9k | 38.03 |
| 2016-12-31 | $279k | 8.0k | 35.09 |
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