iShares S&P Moderate Allocation Fund ETF shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting 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 Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $87k | 2.3k | 38.01 |
| 2023-06-30 | $91k | 2.3k | 40.41 |
| 2023-03-31 | $104k | 2.6k | 39.86 |
| 2022-12-31 | $96k | 2.5k | 38.01 |
| 2022-09-30 | $145k | 4.0k | 36.54 |
| 2022-06-30 | $292k | 7.5k | 38.94 |
| 2022-03-31 | $321k | 7.5k | 42.99 |
| 2021-12-31 | $337k | 7.4k | 45.42 |
| 2021-09-30 | $315k | 7.0k | 44.70 |
| 2021-06-30 | $316k | 7.0k | 45.09 |
| 2021-03-31 | $304k | 7.0k | 43.56 |
| 2020-12-31 | $309k | 7.1k | 43.25 |
| 2020-09-30 | $391k | 9.5k | 41.07 |
| 2020-06-30 | $378k | 9.5k | 39.82 |
| 2020-03-31 | $313k | 8.5k | 36.66 |
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