Harbour Investments »

iShares S&P Moderate Allocation Fund ETF shares owned by Harbour Investments

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

Historical chart of Harbour Investments 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 Harbour Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Harbour Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 30k 41.51
2023-09-30 $1.0M 26k 38.93
2023-06-30 $1.1M 27k 40.41
2023-03-31 $1.1M 27k 39.86
2022-12-31 $776k 20k 38.01
2022-09-30 $875k 23k 38.97
2022-06-30 $875k 23k 38.97
2021-12-31 $1.1M 25k 45.47
2021-09-30 $1.5M 33k 44.74
2021-06-30 $1.4M 32k 45.06
2021-03-31 $1.4M 32k 43.56

More positions owned by Harbour Investments

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Pacer Us Small (CALF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Value Line Divid In SHS (FVD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Procter & Gamble Company (PG)

View all positions for Harbour Investments

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