iShares S&P Moderate Allocation Fund ETF shares owned by TPG Financial Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by TPG Financial Advisors
from 13F filings
Historical chart of TPG Financial Advisors 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 TPG Financial Advisors 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 TPG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 5.1k | 47.58 |
| 2025-06-30 | $226k | 4.9k | 46.04 |
| 2025-03-31 | $223k | 5.1k | 43.88 |
| 2024-12-31 | $233k | 5.4k | 43.44 |
| 2024-09-30 | $225k | 5.0k | 45.11 |
| 2024-06-30 | $206k | 4.8k | 43.01 |
| 2023-12-31 | $249k | 6.0k | 41.23 |
| 2023-09-30 | $227k | 5.8k | 38.93 |
| 2023-06-30 | $224k | 5.6k | 40.41 |
| 2023-03-31 | $302k | 7.6k | 39.86 |
| 2022-12-31 | $282k | 7.4k | 38.01 |
| 2022-09-30 | $237k | 6.5k | 36.61 |
| 2022-06-30 | $244k | 6.3k | 38.91 |
| 2022-03-31 | $267k | 6.2k | 42.95 |
| 2021-12-31 | $304k | 6.7k | 45.50 |
| 2021-09-30 | $271k | 6.1k | 44.76 |
| 2021-06-30 | $234k | 5.2k | 45.12 |
| 2021-03-31 | $240k | 5.5k | 43.49 |
| 2020-12-31 | $276k | 6.4k | 43.25 |
| 2020-09-30 | $275k | 6.7k | 41.05 |
| 2020-06-30 | $247k | 6.2k | 39.89 |
| 2020-03-31 | $214k | 5.8k | 36.80 |
| 2019-12-31 | $215k | 5.3k | 40.19 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF