iShares S&P Moderate Allocation Fund ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $848k | 19k | 45.11 |
| 2024-06-30 | $811k | 19k | 43.01 |
| 2024-03-31 | $790k | 19k | 42.78 |
| 2023-12-31 | $781k | 19k | 41.51 |
| 2023-09-30 | $893k | 23k | 38.93 |
| 2023-06-30 | $877k | 22k | 40.41 |
| 2023-03-31 | $850k | 21k | 39.86 |
| 2022-12-31 | $827k | 22k | 38.01 |
| 2022-09-30 | $770k | 21k | 36.61 |
| 2022-06-30 | $778k | 20k | 38.96 |
| 2022-03-31 | $881k | 21k | 42.97 |
| 2021-12-31 | $882k | 19k | 45.47 |
| 2021-09-30 | $740k | 17k | 44.74 |
| 2021-06-30 | $733k | 16k | 45.05 |
| 2021-03-31 | $687k | 16k | 43.55 |
| 2020-12-31 | $599k | 14k | 43.20 |
| 2020-09-30 | $382k | 9.3k | 41.05 |
| 2020-06-30 | $343k | 8.6k | 39.87 |
| 2020-03-31 | $321k | 8.7k | 36.74 |
| 2019-12-31 | $339k | 8.4k | 40.13 |
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