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

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

Historical chart of Howard 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 Howard 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 Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $266k 6.4k 41.51
2023-09-30 $244k 6.3k 38.93
2023-06-30 $244k 6.0k 40.41
2023-03-31 $223k 5.6k 39.86

More positions owned by Howard Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Howard Wealth 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