iShares S&P Moderate Allocation Fund ETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 52k | 47.58 |
| 2025-06-30 | $2.7M | 59k | 46.04 |
| 2025-03-31 | $2.6M | 60k | 43.88 |
| 2024-12-31 | $2.5M | 58k | 43.44 |
| 2024-09-30 | $1.9M | 43k | 45.11 |
| 2024-06-30 | $1.8M | 42k | 43.01 |
| 2024-03-31 | $1.7M | 40k | 42.78 |
| 2023-12-31 | $1.1M | 27k | 41.51 |
| 2023-09-30 | $412k | 11k | 38.93 |
| 2023-06-30 | $476k | 12k | 40.41 |
| 2023-03-31 | $768k | 19k | 39.86 |
| 2022-12-31 | $713k | 19k | 38.01 |
| 2022-09-30 | $667k | 18k | 36.60 |
| 2022-06-30 | $671k | 17k | 38.95 |
| 2022-03-31 | $628k | 15k | 41.05 |
| 2021-12-31 | $302k | 6.6k | 45.47 |
| 2021-09-30 | $278k | 6.2k | 44.64 |
| 2021-06-30 | $206k | 4.6k | 44.85 |
| 2020-12-31 | $157k | 3.6k | 43.19 |
| 2020-09-30 | $307k | 7.5k | 41.02 |
| 2020-06-30 | $304k | 7.6k | 39.84 |
| 2020-03-31 | $0 | 6 | 0.00 |
| 2019-12-31 | $175k | 4.4k | 40.02 |
| 2019-09-30 | $270k | 6.9k | 39.18 |
| 2019-06-30 | $166k | 4.3k | 38.84 |
| 2019-03-31 | $275k | 7.3k | 37.93 |
More positions owned by TRUE Private Wealth Advisors
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