GeoWealth Management »

iShares S&P Moderate Allocation Fund ETF shares owned by GeoWealth Management

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by GeoWealth Management from 13F filings

Historical chart of GeoWealth Management 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 GeoWealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $445M 10k 42775.74
2023-06-30 $1.2M 30k 40.40
2022-12-31 $239k 6.3k 38.00
2022-03-31 $1.8M 41k 42.99
2021-12-31 $9.3M 205k 45.47

More positions owned by GeoWealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Total Usd (IUSB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for GeoWealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Morgan Stanley
Royal Bank of Canada
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
Bank of America Corporation
Ameriprise Financial
Cambridge Investment Research Advisors
Weaver Consulting Group
Focus Financial Network
Commonwealth Equity Services
AlTi Global
Investment Advisory Group

View all funds holding iShares S&P Moderate Allocation Fund ETF