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iShares S&P Moderate Allocation Fund ETF shares owned by Harwood Advisory

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

Historical chart of Harwood Advisory 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 Harwood Advisory 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 Harwood Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $230k 5.5k 41.51
2023-09-30 $216k 5.5k 38.93
2023-06-30 $236k 5.9k 40.02
2023-03-31 $257k 6.5k 39.75
2022-12-31 $269k 6.8k 39.59
2022-09-30 $284k 7.8k 36.54
2022-06-30 $353k 8.8k 40.12
2022-03-31 $437k 10k 42.95
2021-12-31 $494k 11k 44.21
2021-09-30 $686k 15k 44.76
2021-06-30 $770k 17k 45.07
2021-03-31 $876k 20k 43.53
2020-12-31 $1.3M 29k 43.17
2020-09-30 $1.5M 36k 41.04
2020-06-30 $4.9M 123k 39.87
2020-03-31 $4.8M 133k 36.07
2019-12-31 $5.3M 133k 40.13
2019-09-30 $5.6M 143k 39.29
2019-06-30 $5.6M 144k 39.02
2019-03-31 $5.6M 148k 38.06
2018-12-31 $5.7M 159k 35.68
2018-09-30 $7.1M 188k 37.85
2018-06-30 $6.0M 160k 37.59
2018-03-31 $4.8M 126k 37.77
2017-12-31 $4.3M 113k 38.03
2017-09-30 $4.0M 107k 37.97
2017-06-30 $3.0M 80k 37.27
2017-03-31 $2.0M 55k 36.34
2016-12-31 $1.5M 42k 35.23
2016-09-30 $739k 21k 36.10
2016-06-30 $670k 19k 35.31

More positions owned by Harwood Advisory

Invesco Qqq Tr Unit Ser 1 (QQQ)
Two Rds Shared Tr Anfield Unvl Etf (AFIF)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Msci Eafe Etf (EFA)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
First Tr Exchng Traded Fd Vi Tcw Securitized (DEED)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Indexiq Etf Tr Hedge Mlti Etf (QAI)

View all positions for Harwood Advisory

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