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iShares S&P Moderate Allocation Fund ETF shares owned by Archford Capital Strategies

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

Historical chart of Archford Capital Strategies 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 Archford Capital Strategies 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 Archford Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $402k 9.4k 42.78
2023-12-31 $393k 9.5k 41.51
2023-09-30 $416k 11k 38.93
2023-06-30 $416k 10k 40.66
2023-03-31 $401k 10k 39.82
2022-12-31 $380k 10k 38.01
2022-09-30 $369k 10k 36.64
2022-06-30 $407k 11k 38.93
2022-03-31 $460k 11k 42.61
2021-12-31 $572k 13k 45.49
2021-09-30 $570k 13k 44.76
2021-06-30 $621k 14k 45.04
2021-03-31 $599k 14k 44.48
2020-12-31 $565k 13k 43.51
2020-09-30 $493k 12k 41.07
2020-06-30 $514k 13k 39.87
2020-03-31 $477k 13k 36.74
2019-12-31 $552k 14k 40.11
2019-09-30 $588k 15k 39.27
2019-06-30 $524k 13k 39.00
2019-03-31 $519k 14k 38.09
2018-12-31 $476k 13k 35.69
2018-09-30 $632k 17k 37.91
2018-06-30 $650k 17k 37.50
2018-03-31 $805k 21k 38.74
2017-12-31 $754k 20k 38.02
2017-09-30 $777k 20k 38.30
2017-06-30 $1.0k 355 2.86
2017-03-31 $575k 16k 36.32
2016-12-31 $474k 14k 35.22
2016-09-30 $438k 12k 36.02
2016-06-30 $349k 9.9k 35.27
2016-03-31 $8.0k 278 28.72
2015-12-31 $241k 7.1k 34.10
2015-09-30 $247k 7.3k 33.82
2015-06-30 $331k 9.3k 35.64
2015-03-31 $331k 9.3k 35.64
2014-12-31 $301k 8.6k 35.20
2014-09-30 $256k 7.3k 34.93
2014-06-30 $228k 6.4k 35.72
2014-03-31 $159k 4.6k 34.82

More positions owned by Archford Capital Strategies

Vanguard Growth Etf Growth Etf (VUG)
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Schwab Fundamental International Large Co. Index Etf Schwb Fdt Int Lg (FNDF)
Vanguard Value Etf Value Etf (VTV)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Invesco Russell 1000 Dynamic Multifactor Etf Rusl 1000 Dynm (OMFL)
Vanguard Intermediate-term Treasury Etf Inter Term Treas (VGIT)
Jpmorgan U.s. Quality Factor Etf Us Quality Factor Fund Us Qualty Fctr (JQUA)
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Jpmorgan Betabuilders U.s. Equity Etf Betabuildrs Us (BBUS)

View all positions for Archford Capital Strategies

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
Brookstone Capital Management

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