iShares S&P Moderate Allocation Fund ETF shares owned by Taylor Financial Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Taylor Financial Group
from 13F filings
Historical chart of Taylor Financial Group 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 Taylor Financial Group 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 Taylor Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 75k | 47.58 |
| 2025-06-30 | $3.2M | 69k | 46.04 |
| 2025-03-31 | $2.6M | 60k | 43.88 |
| 2024-12-31 | $2.4M | 55k | 43.44 |
| 2024-09-30 | $2.3M | 51k | 45.11 |
| 2024-06-30 | $2.0M | 47k | 43.01 |
| 2024-03-31 | $1.8M | 43k | 42.78 |
| 2023-12-31 | $1.7M | 42k | 41.51 |
More positions owned by Taylor Financial Group
Home Depot (HD)
View all positions for Taylor Financial Group
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF