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iShares S&P Moderate Allocation Fund ETF shares owned by First Heartland Consultants

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by First Heartland Consultants from 13F filings

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2024-03-31 $377k 8.8k 42.76
2023-12-31 $370k 8.9k 41.50
2023-09-30 $351k 9.0k 38.93
2023-06-30 $364k 9.0k 40.41
2023-03-31 $359k 9.0k 39.86
2022-12-31 $509k 13k 38.01
2022-09-30 $500k 14k 36.60
2022-06-30 $515k 13k 38.94
2022-03-31 $611k 14k 42.95
2021-12-31 $646k 14k 45.41
2021-09-30 $645k 14k 44.75
2021-06-30 $389k 8.6k 45.05
2020-06-30 $221k 5.6k 39.79
2020-03-31 $204k 5.6k 36.73
2019-12-31 $265k 6.6k 40.07
2019-09-30 $207k 5.3k 39.21
2019-06-30 $206k 5.3k 39.04
2019-03-31 $201k 5.3k 38.10

More positions owned by First Heartland Consultants

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Etf Ser Solutions Aptus Collared (ACIO)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
American Centy Etf Tr Focused Lrg Cap (FLV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Etf Ser Solutions Aptus Enhanced Yield ETF (JUCY)
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA)

View all positions for First Heartland Consultants

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