Eight 31 Financial »

iShares S&P Moderate Allocation Fund ETF shares owned by Eight 31 Financial

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Eight 31 Financial from 13F filings

Historical chart of Eight 31 Financial 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 Eight 31 Financial 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 Eight 31 Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 8.1k 41.51

More positions owned by Eight 31 Financial

Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Highpeak Energy (HPK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Pioneer Natural Resources (PXD)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Mmentm (MTUM)
EOG Resources (EOG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Eight 31 Financial

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