iShares S&P Moderate Allocation Fund ETF shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in iShares S&P Moderate Allocation Fund ETF
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All positions including iShares S&P Moderate Allocation Fund ETF held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $354k | 7.9k | 45.11 |
2024-06-30 | $386k | 9.0k | 43.01 |
2024-03-31 | $365k | 8.5k | 42.78 |
2023-12-31 | $411k | 9.9k | 41.51 |
2023-09-30 | $379k | 9.7k | 38.93 |
2023-06-30 | $376k | 9.3k | 40.41 |
2023-03-31 | $438k | 11k | 39.86 |
2022-12-31 | $392k | 10k | 37.99 |
2022-09-30 | $458k | 13k | 36.63 |
2022-06-30 | $469k | 12k | 38.99 |
2022-03-31 | $507k | 12k | 42.95 |
2021-12-31 | $526k | 12k | 45.49 |
2021-09-30 | $514k | 12k | 44.76 |
2021-06-30 | $493k | 11k | 45.02 |
2021-03-31 | $741k | 17k | 43.53 |
2020-12-31 | $696k | 16k | 43.23 |
2020-09-30 | $668k | 16k | 41.02 |
2020-06-30 | $644k | 16k | 39.86 |
2020-03-31 | $621k | 17k | 36.74 |
2019-12-31 | $613k | 15k | 40.08 |
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