iShares S&P Moderate Allocation Fund ETF shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 92k | 47.50 |
| 2025-06-30 | $4.2M | 92k | 45.84 |
| 2025-03-31 | $5.1M | 115k | 43.88 |
| 2024-12-31 | $5.2M | 121k | 43.44 |
| 2024-06-30 | $4.0M | 92k | 43.01 |
| 2024-03-31 | $4.0M | 94k | 42.78 |
| 2023-12-31 | $4.2M | 102k | 41.51 |
| 2023-09-30 | $4.3M | 110k | 38.93 |
More positions owned by Wealth Enhancement Advisory Services
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