iShares S&P Moderate Allocation Fund ETF shares owned by Watermark Asset Management
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Watermark Asset Management
from 13F filings
Historical chart of Watermark Asset Management 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 Watermark Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-12-31 | $58k | 1.6k | 35.56 |
| 2018-09-30 | $57k | 1.5k | 37.62 |
| 2018-06-30 | $58k | 1.5k | 37.61 |
| 2018-03-31 | $58k | 1.5k | 37.69 |
| 2017-12-31 | $58k | 1.5k | 38.03 |
| 2017-09-30 | $29k | 760 | 38.16 |
| 2017-06-30 | $28k | 760 | 36.84 |
| 2017-03-31 | $28k | 760 | 36.84 |
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