iShares S&P Moderate Allocation Fund ETF shares owned by Unique Wealth
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Unique Wealth
from 13F filings
Historical chart of Unique Wealth 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 Unique Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 14k | 47.58 |
| 2025-06-30 | $658k | 14k | 46.04 |
| 2025-03-31 | $684k | 16k | 43.88 |
| 2024-12-31 | $387k | 8.9k | 43.44 |
| 2024-09-30 | $400k | 8.9k | 45.11 |
| 2024-06-30 | $391k | 9.1k | 43.01 |
| 2024-03-31 | $385k | 9.0k | 42.78 |
| 2023-12-31 | $374k | 9.0k | 41.51 |
| 2023-09-30 | $353k | 9.1k | 38.93 |
| 2023-06-30 | $363k | 9.0k | 40.41 |
| 2023-03-31 | $335k | 8.4k | 39.86 |
| 2022-12-31 | $319k | 8.4k | 38.01 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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