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

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

Historical chart of FSA 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 FSA 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 FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $19k 468 40.60
2020-12-31 $49k 1.1k 42.87
2020-06-30 $39k 990 39.39
2020-03-31 $56k 1.5k 36.75
2019-12-31 $61k 1.5k 40.16

More positions owned by FSA Wealth Management

Ishares Tr Equity (IWF)
Ishares Tr Equity (IWD)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Equity (IWP)
Ishares Tr Equity (IWS)
Ishares Tr Equity (IWN)
Ishares Tr Equity (IWO)
Vanguard Intl Equity Index F Equity (VWO)
Ishares Tr Equity (IXUS)
Apple Equity (AAPL)
Tesla Equity (TSLA)
Spdr Ser Tr Equity (SDY)
Microsoft Corp Equity (MSFT)
Intuit Equity (INTU)
Vanguard Bd Index Fds Equity (BND)

View all positions for FSA Wealth Management

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Royal Bank of Canada
Kavar Capital Partners Group
Advisor Group Holdings
Weitzel Financial Services
Wells Fargo & Company
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

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