iShares S&P Moderate Allocation Fund ETF shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group 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 Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $349k | 7.3k | 47.73 |
| 2025-03-31 | $300k | 6.8k | 43.88 |
| 2024-12-31 | $291k | 6.7k | 43.44 |
| 2024-09-30 | $300k | 6.7k | 45.11 |
| 2024-06-30 | $212k | 4.9k | 43.01 |
| 2024-03-31 | $205k | 4.8k | 42.78 |
| 2022-12-31 | $218k | 5.7k | 38.01 |
More positions owned by Worth Financial Advisory Group
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Top funds holding iShares S&P Moderate Allocation Fund ETF
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