iShares S&P Moderate Allocation Fund ETF shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe 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 Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $459k | 11k | 41.51 |
| 2023-09-30 | $455k | 12k | 38.93 |
| 2023-06-30 | $487k | 12k | 40.41 |
| 2023-03-31 | $480k | 12k | 39.86 |
| 2022-12-31 | $457k | 12k | 38.01 |
| 2022-09-30 | $446k | 12k | 36.61 |
| 2022-06-30 | $519k | 13k | 38.95 |
| 2022-03-31 | $777k | 18k | 42.96 |
| 2021-12-31 | $834k | 18k | 45.50 |
| 2021-09-30 | $914k | 20k | 44.74 |
| 2021-06-30 | $4.2M | 93k | 45.05 |
| 2021-03-31 | $3.8M | 88k | 43.55 |
Top funds holding iShares S&P Moderate Allocation Fund ETF
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