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

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

Historical chart of Adams 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 Adams 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 Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $278k 6.7k 41.51
2023-09-30 $424k 11k 38.93
2023-06-30 $456k 11k 40.41
2023-03-31 $434k 11k 39.86
2022-12-31 $415k 11k 38.01
2022-09-30 $353k 9.6k 36.65
2022-06-30 $246k 6.3k 38.95
2022-03-31 $230k 5.4k 42.92
2021-12-31 $260k 5.7k 45.45
2021-09-30 $291k 6.5k 44.73
2021-06-30 $294k 6.5k 45.07
2021-03-31 $264k 6.1k 43.59
2020-12-31 $266k 6.2k 43.20
2020-09-30 $318k 7.7k 41.06

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Proshares Tr Pshs Ult S&p 500 (SSO)
Direxion Shs Etf Tr Dly S&p500 2xs (SPUU)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)
Spdr Ser Tr S&p Semicndctr (XSD)
Ishares Tr Conv Bd Etf (ICVT)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Latn Amer 40 Etf (ILF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Aaa Clo Etf (CLOA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Ishares Tr Msci India Sm Cp (SMIN)

View all positions for Adams 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