iShares S&P Moderate Allocation Fund ETF shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 8.1k | 47.58 |
| 2025-06-30 | $387k | 8.4k | 46.04 |
| 2025-03-31 | $382k | 8.7k | 43.88 |
| 2024-12-31 | $393k | 9.0k | 43.44 |
| 2024-09-30 | $404k | 9.0k | 45.11 |
| 2024-06-30 | $355k | 8.3k | 43.01 |
| 2022-09-30 | $375k | 10k | 36.63 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF