iShares S&P Moderate Allocation Fund ETF shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $422k | 8.8k | 47.73 |
| 2025-09-30 | $234k | 4.9k | 47.58 |
| 2025-06-30 | $272k | 5.9k | 46.04 |
| 2025-03-31 | $257k | 5.9k | 43.88 |
| 2024-12-31 | $254k | 5.9k | 43.44 |
| 2022-03-31 | $253k | 5.9k | 43.03 |
| 2021-12-31 | $267k | 5.9k | 45.41 |
| 2021-09-30 | $263k | 5.9k | 44.73 |
| 2021-06-30 | $232k | 5.2k | 45.00 |
| 2021-03-31 | $305k | 7.0k | 43.57 |
| 2020-03-31 | $3.0k | 75 | 40.00 |
| 2019-12-31 | $3.0k | 75 | 40.00 |
| 2019-09-30 | $3.0k | 75 | 40.00 |
| 2019-06-30 | $3.0k | 75 | 40.00 |
| 2019-03-31 | $18k | 466 | 38.63 |
| 2018-12-31 | $17k | 466 | 36.48 |
| 2018-09-30 | $18k | 466 | 38.63 |
| 2018-06-30 | $17k | 466 | 36.48 |
| 2018-03-31 | $3.0k | 75 | 40.00 |
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