Syverson Strege & Co »

iShares S&P Moderate Allocation Fund ETF shares owned by Syverson Strege & Co

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Syverson Strege & Co from 13F filings

Historical chart of Syverson Strege & Co 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 Syverson Strege & Co consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Syverson Strege & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $354k 7.8k 45.11
2024-06-30 $329k 7.6k 43.01
2024-03-31 $326k 7.6k 42.78
2023-12-31 $430k 10k 41.51
2023-09-30 $401k 10k 38.93
2023-06-30 $414k 10k 40.41
2023-03-31 $410k 10k 39.86
2022-12-31 $367k 9.6k 38.01
2022-09-30 $280k 7.6k 36.61
2022-06-30 $292k 7.5k 38.97
2022-03-31 $314k 7.3k 42.94
2021-12-31 $412k 9.1k 45.48
2021-09-30 $494k 11k 44.77
2021-06-30 $494k 11k 45.05
2021-03-31 $516k 12k 43.51
2020-12-31 $436k 10k 43.25