iShares S&P Moderate Allocation Fund ETF shares owned by Weitzel Financial Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Weitzel Financial Services
from 13F filings
Historical chart of Weitzel Financial 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 Weitzel Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 289k | 47.26 |
| 2025-06-30 | $13M | 278k | 46.27 |
| 2025-03-31 | $12M | 280k | 43.24 |
| 2024-12-31 | $12M | 274k | 43.53 |
| 2024-09-30 | $12M | 270k | 45.04 |
| 2024-06-30 | $11M | 264k | 42.91 |
| 2024-03-31 | $11M | 254k | 42.53 |
| 2023-12-31 | $10M | 246k | 41.29 |
| 2023-09-30 | $8.7M | 228k | 38.24 |
| 2023-06-30 | $8.7M | 216k | 40.41 |
| 2023-03-31 | $8.1M | 202k | 40.05 |
| 2022-12-31 | $7.1M | 186k | 38.01 |
| 2022-09-30 | $5.6M | 153k | 36.61 |
| 2022-06-30 | $4.4M | 114k | 38.96 |
| 2022-03-31 | $3.5M | 82k | 42.97 |
| 2021-12-31 | $3.0M | 66k | 45.47 |
| 2021-09-30 | $2.4M | 55k | 44.84 |
| 2021-06-30 | $44M | 2.0M | 22.06 |
| 2021-03-31 | $1.8M | 41k | 43.86 |
| 2020-12-31 | $1.6M | 36k | 44.06 |
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