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
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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 |
|---|---|---|---|
| 2025-09-30 | $321k | 6.7k | 47.58 |
| 2025-06-30 | $339k | 7.4k | 46.04 |
| 2025-03-31 | $319k | 7.3k | 43.88 |
| 2024-12-31 | $299k | 6.9k | 43.44 |
| 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 |
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