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

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

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

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

Quarter filed Position value Share count Share price at filing
2023-12-31 $33k 796 41.50

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Fidelity Enhanced Large Cap Core Etf Stock (FELC)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
iShares S&P 500 Value ETF Etf (IVE)
Mastercard Incorporated Stock (MA)
Pacer US Cash Cows 100 ETF Etf (COWZ)

View all positions for Able Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Advisor Group Holdings
Kavar Capital Partners Group
Weitzel Financial Services
Bank of America Corporation
AE Wealth Management
Cambridge Investment Research Advisors
Weaver Consulting Group
AlTi Global
Focus Financial Network
Commonwealth Equity Services
Investment Advisory Group
Sontag Advisory

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