iShares S&P Moderate Allocation Fund ETF shares owned by WestEnd Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors 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 WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $755 | 16 | 47.19 |
| 2025-06-30 | $29k | 631 | 46.07 |
| 2025-03-31 | $2.5k | 57 | 43.91 |
| 2024-12-31 | $110k | 2.5k | 43.44 |
| 2024-06-30 | $3.9k | 90 | 43.21 |
| 2023-12-31 | $491k | 12k | 41.51 |
| 2023-09-30 | $37k | 960 | 38.95 |
| 2023-03-31 | $25k | 623 | 39.86 |
| 2022-12-31 | $309k | 8.1k | 38.01 |
| 2022-09-30 | $174k | 4.8k | 36.56 |
| 2022-06-30 | $338k | 8.7k | 38.96 |
| 2022-03-31 | $63k | 1.5k | 42.97 |
| 2021-12-31 | $1.2M | 27k | 45.47 |
| 2018-12-31 | $40k | 1.1k | 35.68 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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