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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
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