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iShares S&P Moderate Allocation Fund ETF shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates Investment 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 Financial Advocates Investment 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 60k 42.91
2023-12-31 $2.4M 57k 41.65
2023-09-30 $5.3M 97k 54.27
2023-06-30 $7.5M 33k 228.66
2023-03-31 $616k 16k 39.82
2022-12-31 $7.6M 24k 317.59
2022-06-30 $240k 6.2k 38.99
2022-03-31 $4.2M 99k 42.97
2021-12-31 $4.5M 99k 45.49
2021-09-30 $4.4M 98k 44.74
2021-06-30 $4.2M 94k 45.05
2021-03-31 $3.1M 70k 44.45
2020-12-31 $1.6M 37k 43.38
2020-09-30 $2.0M 26k 78.42
2020-06-30 $846k 21k 39.87
2020-03-31 $656k 18k 36.71
2019-12-31 $729k 18k 40.17
2019-09-30 $692k 18k 39.29
2019-06-30 $416k 11k 38.98
2019-03-31 $479k 13k 38.08
2018-12-31 $138k 13k 10.98
2018-09-30 $543k 14k 37.84
2018-06-30 $541k 14k 37.45
2018-03-31 $514k 14k 37.74
2017-12-31 $525k 14k 38.05

More positions owned by Financial Advocates Investment Management

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple Put Option (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Put Option (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)

View all positions for Financial Advocates Investment 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