iShares S&P Moderate Allocation Fund ETF shares owned by McKinley Carter Wealth Services
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by McKinley Carter Wealth Services
from 13F filings
Historical chart of McKinley Carter Wealth Services investment in iShares S&P Moderate Allocation Fund ETF
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P Moderate Allocation Fund ETF held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by McKinley Carter Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $350k | 8.2k | 42.78 |
| 2023-12-31 | $333k | 8.0k | 41.51 |
| 2023-09-30 | $331k | 8.5k | 38.93 |
| 2023-06-30 | $309k | 7.7k | 40.41 |
| 2023-03-31 | $317k | 8.0k | 39.86 |
| 2022-12-31 | $299k | 7.9k | 38.01 |
| 2022-09-30 | $351k | 9.6k | 36.64 |
| 2022-06-30 | $392k | 10k | 38.92 |
| 2022-03-31 | $424k | 9.9k | 42.94 |
| 2021-12-31 | $417k | 9.2k | 45.52 |
| 2021-09-30 | $433k | 9.7k | 44.74 |
| 2021-06-30 | $413k | 9.2k | 45.13 |
| 2021-03-31 | $392k | 9.0k | 43.57 |
| 2020-12-31 | $203k | 4.7k | 43.23 |
More positions owned by McKinley Carter Wealth Services
View all positions for McKinley Carter Wealth Services
Top funds holding iShares S&P Moderate Allocation Fund ETF
View all funds holding iShares S&P Moderate Allocation Fund ETF