iShares S&P Moderate Allocation Fund ETF shares owned by SRS Capital Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by SRS Capital Advisors
from 13F filings
Historical chart of SRS Capital 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 SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $344k | 8.3k | 41.51 |
| 2023-09-30 | $290k | 7.4k | 38.93 |
| 2023-06-30 | $340k | 8.4k | 40.41 |
| 2023-03-31 | $318k | 8.0k | 39.86 |
| 2022-12-31 | $270k | 7.1k | 38.01 |
| 2022-09-30 | $382k | 10k | 36.58 |
| 2022-06-30 | $412k | 11k | 39.00 |
| 2022-03-31 | $438k | 10k | 43.02 |
| 2021-12-31 | $539k | 12k | 45.44 |
| 2021-09-30 | $521k | 12k | 44.72 |
| 2021-06-30 | $492k | 11k | 45.08 |
| 2020-12-31 | $632k | 15k | 43.23 |
| 2020-09-30 | $583k | 14k | 41.06 |
| 2020-06-30 | $553k | 14k | 39.90 |
| 2020-03-31 | $456k | 12k | 36.78 |
| 2019-12-31 | $266k | 6.6k | 40.16 |
| 2019-09-30 | $206k | 5.3k | 39.22 |
| 2019-06-30 | $164k | 4.2k | 39.13 |
| 2018-12-31 | $144k | 4.0k | 35.64 |
| 2018-09-30 | $133k | 3.5k | 37.79 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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